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Rothschild Investment LLC’s MetroCity Bankshares MCBS Stock Holding History

Rothschild Investment LLC’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 		$825 Buy
23
+9
+64% +$293 ﹤0.01% 3116
2026
Q1 		$401 Sell
14
-1
-7% -$28 ﹤0.01% 3185
2025
Q4 		$398 Buy
15
+5
+50% +$133 ﹤0.01% 2981
2025
Q3 		$277 Hold
10
– – ﹤0.01% 2959
2025
Q2 		$286 Hold
10
– – ﹤0.01% 2866
2025
Q1 		$276 Hold
10
– – ﹤0.01% 2782
2024
Q4 		$320 Buy
+10
New +$324 ﹤0.01% 2673

Other funds holding MCBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $374M AUM 21.53% 1-Year Est. Return
CWM
Cahaba Wealth Management Atlanta, Georgia $1.66B AUM 17.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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

Rothschild Investment LLC's MCBS Position: Q2 2026 in Review

Rothschild Investment LLC increased its MetroCity Bankshares (MCBS) stake by 64% in Q2 2026, buying an estimated $293 and bringing the position to 23 shares worth $825. The position accounts for ﹤0.01% of the portfolio, ranked #3116.

Rothschild Investment LLC first reported a position in MCBS in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • Rothschild Investment LLC held 23 shares of MetroCity Bankshares worth $825 as of Q2 2026.
  • Rothschild Investment LLC bought 9 MetroCity Bankshares shares in Q2 2026, an estimated $293.
  • MetroCity Bankshares made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #3116 holding.
  • Rothschild Investment LLC first reported a position in MetroCity Bankshares in Q4 2024 and has held it in 7 quarters since.
  • 44 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.