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Empowered Funds’s MetroCity Bankshares MCBS Stock Holding History

Empowered Funds’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,114
Closed -$371K – 1710
2024
Q3 		$371K Sell
12,114
-35,916
-75% -$1.04M 0.01% 1187
2024
Q2 		$1.27M Buy
48,030
+3,420
+8% +$83.3K 0.02% 774
2024
Q1 		$1.11M Buy
44,610
+3,325
+8% +$79.4K 0.02% 824
2023
Q4 		$992K Buy
41,285
+3,648
+10% +$77.8K 0.02% 771
2023
Q3 		$741K Buy
37,637
+3,002
+9% +$59.8K 0.02% 777
2023
Q2 		$620K Buy
+34,635
New +$581K 0.02% 755

Other funds holding MCBS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Empowered Funds's MCBS Position: Q4 2024 in Review

Empowered Funds sold out of MetroCity Bankshares (MCBS) in Q4 2024, closing a stake of 12,114 shares — an estimated $371K sold.

Empowered Funds first reported a position in MCBS in Q2 2023 and held it in 6 quarters. The position peaked at $1.27M in Q2 2024. 98 funds tracked by Wall St. Rank hold MCBS as of Q4 2024.

  • Empowered Funds reported no remaining MetroCity Bankshares position as of Q4 2024 after selling out during the quarter.
  • Empowered Funds sold 12,114 MetroCity Bankshares shares in Q4 2024, an estimated $371K.
  • Empowered Funds first reported a position in MetroCity Bankshares in Q2 2023 and held it in 6 quarters.
  • Empowered Funds's MetroCity Bankshares position peaked at $1.27M in Q2 2024.
  • 98 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q4 2024.

Based on Empowered Funds's 13F filing for Q4 2024, filed 28 Jan 2025.