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Private Wealth Asset Management’s Metropolitan Bank Holding Corp MCB Stock Holding History

Private Wealth Asset Management’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
Q2 		– Sell
-22
Closed -$1.23K – 1188
2025
Q1 		$1.23K Buy
+22
New +$1.31K ﹤0.01% 845

Other funds holding MCB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PFP
Patriot Financial Partners Radnor, Pennsylvania $284M AUM 20.43% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PFMOSF
Philadelphia Financial Management of San Francisco San Francisco, California $346M AUM 30.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Private Wealth Asset Management's MCB Position: Q2 2025 in Review

Private Wealth Asset Management sold out of Metropolitan Bank Holding Corp (MCB) in Q2 2025, closing a stake of 22 shares — an estimated $1.23K sold.

Private Wealth Asset Management first reported a position in MCB in Q1 2025 and held it in 1 quarter. The position peaked at $1.23K in Q1 2025. 154 funds tracked by Wall St. Rank hold MCB as of Q2 2025.

  • Private Wealth Asset Management reported no remaining Metropolitan Bank Holding Corp position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Asset Management sold 22 Metropolitan Bank Holding Corp shares in Q2 2025, an estimated $1.23K.
  • Private Wealth Asset Management first reported a position in Metropolitan Bank Holding Corp in Q1 2025 and held it in 1 quarter.
  • Private Wealth Asset Management's Metropolitan Bank Holding Corp position peaked at $1.23K in Q1 2025.
  • 154 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2025.

Based on Private Wealth Asset Management's 13F filing for Q2 2025, filed 28 Jul 2025.