Envestnet Asset Management’s Metropolitan Bank Holding Corp MCB Stock Holding History

Envestnet Asset Management’s Portfolio MCB Stock Details MCB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$792K	Buy	+8,020	New	+$727K	﹤0.01%	3765
2023 Q1	–	Sell	-6,092	Closed	-$357K	–	4046
2022 Q4	$357K	Sell	6,092 -913	-13%	-$57.8K	﹤0.01%	3312
2022 Q3	$451K	Buy	7,005 +354	+5%	+$25.1K	﹤0.01%	3085
2022 Q2	$462K	Buy	6,651 +357	+6%	+$29.6K	﹤0.01%	3090
2022 Q1	$641K	Buy	+6,294	New	+$651K	﹤0.01%	2976

Other funds holding MCB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

PFPGI

Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Envestnet Asset Management's MCB Position: Q2 2026 in Review

Envestnet Asset Management opened a new position in Metropolitan Bank Holding Corp (MCB) in Q2 2026: 8,020 shares worth $792K. The stake represents ﹤0.01% of the portfolio and ranks #3765 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in MCB as recently as Q4 2022.

Envestnet Asset Management first reported a position in MCB in Q1 2022 and has held it in 5 quarters since. 201 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

Envestnet Asset Management held 8,020 shares of Metropolitan Bank Holding Corp worth $792K as of Q2 2026.
Metropolitan Bank Holding Corp was a new Envestnet Asset Management position in Q2 2026.
Metropolitan Bank Holding Corp made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3765 holding.
Envestnet Asset Management first reported a position in Metropolitan Bank Holding Corp in Q1 2022 and has held it in 5 quarters since.
201 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.