LPL Financial
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LPL Financial’s Metropolitan Bank Holding Corp MCB Stock Holding History

LPL Financial’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 		$1.95M Buy
19,708
+346
+2% +$31.4K ﹤0.01% 3769
2026
Q1 		$1.61M Buy
19,362
+299
+2% +$25.7K ﹤0.01% 3706
2025
Q4 		$1.46M Buy
19,063
+561
+3% +$41.6K ﹤0.01% 3696
2025
Q3 		$1.38M Sell
18,502
-120
-0.6% -$9.02K ﹤0.01% 3671
2025
Q2 		$1.3M Buy
18,622
+1,838
+11% +$114K ﹤0.01% 3514
2025
Q1 		$940K Buy
16,784
+406
+2% +$24.1K ﹤0.01% 3609
2024
Q4 		$956K Buy
+16,378
New +$983K ﹤0.01% 3521

Other funds holding MCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

LPL Financial's MCB Position: Q2 2026 in Review

LPL Financial increased its Metropolitan Bank Holding Corp (MCB) stake by 1.8% in Q2 2026, buying an estimated $31.4K and bringing the position to 19,708 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3769.

LPL Financial first reported a position in MCB in Q4 2024 and has held it in 7 quarters since. 201 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

  • LPL Financial held 19,708 shares of Metropolitan Bank Holding Corp worth $1.95M as of Q2 2026.
  • LPL Financial bought 346 Metropolitan Bank Holding Corp shares in Q2 2026, an estimated $31.4K.
  • Metropolitan Bank Holding Corp made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3769 holding.
  • LPL Financial first reported a position in Metropolitan Bank Holding Corp in Q4 2024 and has held it in 7 quarters since.
  • 201 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.