KWA
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Kingswood Wealth Advisors’s MetLife MET Stock Holding History

Kingswood Wealth Advisors’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
Q2 		$250K Sell
2,957
-29
-1% -$2.34K 0.01% 861
2026
Q1 		$211K Buy
2,986
+113
+4% +$8.46K 0.01% 867
2025
Q4 		$227K Buy
+2,873
New +$227K 0.01% 776
2025
Q1 		– Sell
-3,166
Closed -$259K – 787
2024
Q4 		$259K Buy
+3,166
New +$263K 0.02% 656

Other funds holding MET

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Kingswood Wealth Advisors's MET Position: Q2 2026 in Review

Kingswood Wealth Advisors reduced its MetLife (MET) stake by 0.97% in Q2 2026, selling an estimated $2.34K and leaving 2,957 shares worth $250K. The position accounts for 0.01% of the portfolio, ranked #861.

Kingswood Wealth Advisors first reported a position in MET in Q4 2024 and has held it in 4 quarters since. The position peaked at $259K in Q4 2024. 865 funds tracked by Wall St. Rank hold MET as of Q2 2026.

  • Kingswood Wealth Advisors held 2,957 shares of MetLife worth $250K as of Q2 2026.
  • Kingswood Wealth Advisors sold 29 MetLife shares in Q2 2026, an estimated $2.34K.
  • MetLife made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #861 holding.
  • Kingswood Wealth Advisors first reported a position in MetLife in Q4 2024 and has held it in 4 quarters since.
  • Kingswood Wealth Advisors's MetLife position peaked at $259K in Q4 2024.
  • 865 funds tracked by Wall St. Rank held MetLife as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.