EWM
MET icon

Evercore Wealth Management’s MetLife MET Stock Holding History

Evercore Wealth Management’s Portfolio MET Stock Details MET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,570
Closed -$203K – 432
2025
Q4 		$203K Hold
2,570
– – ﹤0.01% 395
2025
Q3 		$212K Hold
2,570
– – ﹤0.01% 391
2025
Q2 		$207K Hold
2,570
– – ﹤0.01% 388
2025
Q1 		$206K Hold
2,570
– – ﹤0.01% 393
2024
Q4 		$210K Hold
2,570
– – ﹤0.01% 393
2024
Q3 		$212K Buy
+2,570
New +$192K ﹤0.01% 392
2024
Q2 		– Sell
-3,574
Closed -$265K – 424
2024
Q1 		$265K Sell
3,574
-102
-3% -$7.11K ﹤0.01% 362
2023
Q4 		$243K Buy
+3,676
New +$230K ﹤0.01% 382
2023
Q1 		– Sell
-3,389
Closed -$245K – 413
2022
Q4 		$245K Buy
+3,389
New +$243K 0.01% 353
2022
Q3 		– Sell
-3,277
Closed -$206K – 388
2022
Q2 		$206K Buy
+3,277
New +$217K ﹤0.01% 376
2021
Q4 		– Sell
-5,566
Closed -$344K – 427
2021
Q3 		$344K Hold
5,566
– – 0.01% 338
2021
Q2 		$333K Buy
5,566
+2,100
+61% +$133K 0.01% 350
2021
Q1 		$211K Sell
3,466
-1,176
-25% -$64.9K ﹤0.01% 414
2020
Q4 		$218K Buy
+4,642
New +$201K ﹤0.01% 398
2020
Q1 		– Sell
-4,644
Closed -$237K – 388
2019
Q4 		$237K Sell
4,644
-1,180
-20% -$57K 0.01% 366
2019
Q3 		$274K Sell
5,824
-313
-5% -$14.9K 0.01% 350
2019
Q2 		$304K Buy
6,137
+906
+17% +$42.6K 0.01% 339
2019
Q1 		$223K Buy
+5,231
New +$231K 0.01% 380
2018
Q4 		– Sell
-5,254
Closed -$245K – 399
2018
Q3 		$245K Hold
5,254
– – 0.01% 370
2018
Q2 		$229K Buy
+5,254
New +$245K 0.01% 368
2018
Q1 		– Sell
-9,545
Closed -$483K – 619
2017
Q4 		$483K Sell
9,545
-415
-4% -$21.9K 0.02% 261
2017
Q3 		$518K Sell
9,960
-2,432
-20% -$118K 0.02% 248
2017
Q2 		$607K Sell
12,392
-6,598
-35% -$306K 0.02% 233
2017
Q1 		$894K Buy
18,990
+5,325
+39% +$254K 0.04% 190
2016
Q4 		$656K Sell
13,665
-1,480
-10% -$67.9K 0.03% 229
2016
Q3 		$600K Sell
15,145
-2,603
-15% -$97.9K 0.02% 227
2016
Q2 		$630K Buy
17,748
+2,626
+17% +$102K 0.03% 219
2016
Q1 		$592K Buy
15,122
+1,187
+9% +$44.4K 0.03% 216
2015
Q4 		$598K Buy
13,935
+875
+7% +$38.5K 0.03% 230
2015
Q3 		$547K Sell
13,060
-63
-0.5% -$2.94K 0.03% 242
2015
Q2 		$653K Sell
13,123
-2,630
-17% -$125K 0.03% 243
2015
Q1 		$709K Sell
15,753
-94,257
-86% -$4.24M 0.03% 228
2014
Q4 		$5.3M Buy
110,010
+2,571
+2% +$122K 0.26% 84
2014
Q3 		$5.15M Sell
107,439
-1,882
-2% -$91.4K 0.26% 89
2014
Q2 		$5.42M Buy
109,321
+835
+0.8% +$39.1K 0.28% 83
2014
Q1 		$5.11M Sell
108,486
-1,181
-1% -$54.3K 0.29% 86
2013
Q4 		$5.27M Buy
109,667
+798
+0.7% +$35.8K 0.29% 93
2013
Q3 		$4.55M Buy
108,869
+6,423
+6% +$277K 0.26% 100
2013
Q2 		$4.17M Buy
+102,446
New +$3.77M 0.24% 108

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Evercore Wealth Management's MET Position: Q1 2026 in Review

Evercore Wealth Management sold out of MetLife (MET) in Q1 2026, closing a stake of 2,570 shares — an estimated $203K sold.

Evercore Wealth Management first reported a position in MET in Q2 2013 and held it in 39 quarters. The position peaked at $5.42M in Q2 2014. 1,381 funds tracked by Wall St. Rank hold MET as of Q1 2026.

  • Evercore Wealth Management reported no remaining MetLife position as of Q1 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 2,570 MetLife shares in Q1 2026, an estimated $203K.
  • Evercore Wealth Management first reported a position in MetLife in Q2 2013 and held it in 39 quarters.
  • Evercore Wealth Management's MetLife position peaked at $5.42M in Q2 2014.
  • 1,381 funds tracked by Wall St. Rank held MetLife as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.