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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

EverSource Wealth Advisors's MCBS Position: Q1 2026 in Review

EverSource Wealth Advisors reduced its MetroCity Bankshares (MCBS) stake by 16% in Q1 2026, selling an estimated $423 and leaving 77 shares worth $2.21K. The position accounts for ﹤0.01% of the portfolio, ranked #3612.

EverSource Wealth Advisors first reported a position in MCBS in Q2 2024 and has held it in 8 quarters since. The position peaked at $12.3K in Q2 2025. 110 funds tracked by Wall St. Rank hold MCBS as of Q1 2026.

EverSource Wealth Advisors held 77 shares of MetroCity Bankshares worth $2.21K as of Q1 2026.
EverSource Wealth Advisors sold 15 MetroCity Bankshares shares in Q1 2026, an estimated $423.
MetroCity Bankshares made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #3612 holding.
EverSource Wealth Advisors first reported a position in MetroCity Bankshares in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's MetroCity Bankshares position peaked at $12.3K in Q2 2025.
110 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.