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Root Financial Partners’s MetroCity Bankshares MCBS Stock Holding History

Root Financial Partners’s Portfolio MCBS Stock Details MCBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-23
Closed -$659 – 2030
2026
Q1 		$659 Buy
+23
New +$649 ﹤0.01% 2766

Other funds holding MCBS

CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
CWM
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EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
SHFA
Sherrill & Hutchins Financial Advisory Atlanta, Georgia $209M AUM 15.48% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
PFSRSONJ
Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

Root Financial Partners's MCBS Position: Q2 2026 in Review

Root Financial Partners sold out of MetroCity Bankshares (MCBS) in Q2 2026, closing a stake of 23 shares — an estimated $659 sold.

Root Financial Partners first reported a position in MCBS in Q1 2026 and held it in 1 quarter. The position peaked at $659 in Q1 2026. 25 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Root Financial Partners reported no remaining MetroCity Bankshares position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 23 MetroCity Bankshares shares in Q2 2026, an estimated $659.
  • Root Financial Partners first reported a position in MetroCity Bankshares in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's MetroCity Bankshares position peaked at $659 in Q1 2026.
  • 25 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.