True Wealth Design’s Metropolitan Bank Holding Corp MCB Stock Holding History

True Wealth Design’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 Q3	$785	Buy	+9	New	+$835	﹤0.01%	2006

Other funds holding MCB

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

True Wealth Design's MCB Position: Q3 2026 in Review

True Wealth Design opened a new position in Metropolitan Bank Holding Corp (MCB) in Q3 2026: 9 shares worth $785. The stake represents ﹤0.01% of the portfolio and ranks #2006 among its holdings.

9 funds tracked by Wall St. Rank hold MCB as of Q3 2026.

True Wealth Design held 9 shares of Metropolitan Bank Holding Corp worth $785 as of Q3 2026.
Metropolitan Bank Holding Corp was a new True Wealth Design position in Q3 2026.
Metropolitan Bank Holding Corp made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2006 holding.
9 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.