EverSource Wealth Advisors’s MetroCity Bankshares MCBS Stock Holding History

EverSource Wealth Advisors’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
2026 Q2	$3.41K	Buy	95 +18	+23%	+$587	﹤0.01%	3473
2026 Q1	$2.21K	Sell	77 -15	-16%	-$423	﹤0.01%	3612
2025 Q4	$2.44K	Sell	92 -132	-59%	-$3.52K	﹤0.01%	3423
2025 Q3	$6.2K	Sell	224 -206	-48%	-$5.98K	﹤0.01%	3057
2025 Q2	$12.3K	Buy	430 +404	+1,554%	+$11.2K	﹤0.01%	2670
2025 Q1	$717	Sell	26 -13	-33%	-$390	﹤0.01%	3340
2024 Q4	$1.25K	Buy	39 +16	+70%	+$518	﹤0.01%	2889
2024 Q3	$704	Hold	23	–	–	﹤0.01%	2791
2024 Q2	$727	Buy	+23	New	+$560	﹤0.01%	2802

Other funds holding MCBS

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

EverSource Wealth Advisors increased its MetroCity Bankshares (MCBS) stake by 23% in Q2 2026, buying an estimated $587 and bringing the position to 95 shares worth $3.41K. The position accounts for ﹤0.01% of the portfolio, ranked #3473.

EverSource Wealth Advisors first reported a position in MCBS in Q2 2024 and has held it in 9 quarters since. The position peaked at $12.3K in Q2 2025. 119 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

EverSource Wealth Advisors held 95 shares of MetroCity Bankshares worth $3.41K as of Q2 2026.
EverSource Wealth Advisors bought 18 MetroCity Bankshares shares in Q2 2026, an estimated $587.
MetroCity Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3473 holding.
EverSource Wealth Advisors first reported a position in MetroCity Bankshares in Q2 2024 and has held it in 9 quarters since.
EverSource Wealth Advisors's MetroCity Bankshares position peaked at $12.3K in Q2 2025.
119 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

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