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Legend Financial Advisors’s Metropolitan Bank Holding Corp MCB Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-64
Closed -$3.74K – 159
2024
Q4 		$3.74K Buy
+64
New +$3.84K ﹤0.01% 175
2024
Q3 		– Sell
-64
Closed -$2.69K – 233
2024
Q2 		$2.69K Buy
+64
New +$2.56K ﹤0.01% 216

Other funds holding MCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Legend Financial Advisors's MCB Position: Q1 2025 in Review

Legend Financial Advisors sold out of Metropolitan Bank Holding Corp (MCB) in Q1 2025, closing a stake of 64 shares — an estimated $3.74K sold.

Legend Financial Advisors first reported a position in MCB in Q2 2024 and held it in 2 quarters. The position peaked at $3.74K in Q4 2024. 154 funds tracked by Wall St. Rank hold MCB as of Q1 2025.

  • Legend Financial Advisors reported no remaining Metropolitan Bank Holding Corp position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 64 Metropolitan Bank Holding Corp shares in Q1 2025, an estimated $3.74K.
  • Legend Financial Advisors first reported a position in Metropolitan Bank Holding Corp in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Metropolitan Bank Holding Corp position peaked at $3.74K in Q4 2024.
  • 154 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.