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EP Wealth Advisors’s Metropolitan Bank Holding Corp MCB Stock Holding History

EP Wealth Advisors’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 		$290K Sell
2,937
-25
-0.8% -$2.27K ﹤0.01% 1318
2026
Q1 		$247K Buy
2,962
+232
+8% +$19.9K ﹤0.01% 1284
2025
Q4 		$208K Buy
+2,730
New +$202K ﹤0.01% 1369
2025
Q2 		$208K Buy
+2,972
New +$184K ﹤0.01% 1233

Other funds holding MCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
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
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

EP Wealth Advisors's MCB Position: Q2 2026 in Review

EP Wealth Advisors reduced its Metropolitan Bank Holding Corp (MCB) stake by 0.84% in Q2 2026, selling an estimated $2.27K and leaving 2,937 shares worth $290K. The position accounts for ﹤0.01% of the portfolio, ranked #1318.

EP Wealth Advisors first reported a position in MCB in Q2 2025 and has held it in 4 quarters since. 201 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

  • EP Wealth Advisors held 2,937 shares of Metropolitan Bank Holding Corp worth $290K as of Q2 2026.
  • EP Wealth Advisors sold 25 Metropolitan Bank Holding Corp shares in Q2 2026, an estimated $2.27K.
  • Metropolitan Bank Holding Corp made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1318 holding.
  • EP Wealth Advisors first reported a position in Metropolitan Bank Holding Corp in Q2 2025 and has held it in 4 quarters since.
  • 201 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.