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

EverSource 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	$172K	Buy	1,737 +1,734	+57,800%	+$157K	0.01%	1080
2026 Q1	$250	Buy	+3	New	+$258	﹤0.01%	4178
2025 Q4	–	Sell	-21	Closed	-$1.57K	–	4367
2025 Q3	$1.57K	Buy	21 +2	+11%	+$150	﹤0.01%	3592
2025 Q2	$1.33K	Buy	19 +18	+1,800%	+$1.11K	﹤0.01%	3653
2025 Q1	$56	Buy	+1	New	+$59	﹤0.01%	3888

Other funds holding MCB

KOCAA

Knights of Columbus Asset Advisors New Haven, Connecticut $2B AUM 42.86% 1-Year Est. Return

SCM

Sterling Capital Management Charlotte, North Carolina $5.9B AUM 29.63% 1-Year Est. Return

Harbor Advisors West Palm Beach, Florida $795M AUM 58.85% 1-Year Est. Return

SCA

Sippican Capital Advisors Boston, Massachusetts $164M AUM 35.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Salzhauer Michael $292M AUM 30% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Unison Advisors Washington, District of Columbia $1.43B AUM 23.44% 1-Year Est. Return

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

EverSource Wealth Advisors increased its Metropolitan Bank Holding Corp (MCB) stake by 57,800% in Q2 2026, buying an estimated $157K and bringing the position to 1,737 shares worth $172K. The position accounts for 0.01% of the portfolio, ranked #1080.

EverSource Wealth Advisors first reported a position in MCB in Q1 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

EverSource Wealth Advisors held 1,737 shares of Metropolitan Bank Holding Corp worth $172K as of Q2 2026.
EverSource Wealth Advisors bought 1,734 Metropolitan Bank Holding Corp shares in Q2 2026, an estimated $157K.
Metropolitan Bank Holding Corp made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1080 holding.
EverSource Wealth Advisors first reported a position in Metropolitan Bank Holding Corp in Q1 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.