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Steward Partners Investment Advisory’s MetroCity Bankshares MCBS Stock Holding History

Steward Partners Investment Advisory’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
2025
Q1 		– Sell
-3,143
Closed -$100K – 4099
2024
Q4 		$100K Buy
3,143
+197
+7% +$6.37K ﹤0.01% 1982
2024
Q3 		$90.2K Buy
+2,946
New +$85.6K ﹤0.01% 1929

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Steward Partners Investment Advisory's MCBS Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of MetroCity Bankshares (MCBS) in Q1 2025, closing a stake of 3,143 shares — an estimated $100K sold.

Steward Partners Investment Advisory first reported a position in MCBS in Q3 2024 and held it in 2 quarters. The position peaked at $100K in Q4 2024. 90 funds tracked by Wall St. Rank hold MCBS as of Q1 2025.

  • Steward Partners Investment Advisory reported no remaining MetroCity Bankshares position as of Q1 2025 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 3,143 MetroCity Bankshares shares in Q1 2025, an estimated $100K.
  • Steward Partners Investment Advisory first reported a position in MetroCity Bankshares in Q3 2024 and held it in 2 quarters.
  • Steward Partners Investment Advisory's MetroCity Bankshares position peaked at $100K in Q4 2024.
  • 90 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.