Physician Wealth Advisors’s Metropolitan Bank Holding Corp MCB Stock Holding History

Physician Wealth 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
2026 Q2	$396	Hold	4	–	–	﹤0.01%	2237
2026 Q1	$334	Hold	4	–	–	﹤0.01%	2000
2025 Q4	$306	Buy	+4	New	+$296	﹤0.01%	1979

Other funds holding MCB

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

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 Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Physician Wealth Advisors's MCB Position: Q2 2026 in Review

Physician Wealth Advisors held its Metropolitan Bank Holding Corp (MCB) position steady in Q2 2026 at 4 shares worth $396. The position accounts for ﹤0.01% of the portfolio, ranked #2237.

Physician Wealth Advisors first reported a position in MCB in Q4 2025 and has held it in 3 quarters since. 202 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

Physician Wealth Advisors held 4 shares of Metropolitan Bank Holding Corp worth $396 as of Q2 2026.
Physician Wealth Advisors left its Metropolitan Bank Holding Corp share count unchanged in Q2 2026.
Metropolitan Bank Holding Corp made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2237 holding.
Physician Wealth Advisors first reported a position in Metropolitan Bank Holding Corp in Q4 2025 and has held it in 3 quarters since.
202 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.