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True Wealth Design’s MetroCity Bankshares MCBS Stock Holding History

True Wealth Design’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
-3
Closed -$87 – 2793
2026
Q1 		$87 Hold
3
– – ﹤0.01% 2495
2025
Q4 		$80 Sell
3
-2
-40% -$53 ﹤0.01% 2372
2025
Q3 		$139 Buy
5
+1
+25% +$29 ﹤0.01% 2384
2025
Q2 		$115 Hold
4
– – ﹤0.01% 2206
2025
Q1 		$111 Buy
+4
New +$120 ﹤0.01% 2161

Other funds holding MCBS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

True Wealth Design's MCBS Position: Q2 2026 in Review

True Wealth Design sold out of MetroCity Bankshares (MCBS) in Q2 2026, closing a stake of 3 shares — an estimated $87 sold.

True Wealth Design first reported a position in MCBS in Q1 2025 and held it in 5 quarters. The position peaked at $139 in Q3 2025. 119 funds tracked by Wall St. Rank hold MCBS as of Q2 2026.

  • True Wealth Design reported no remaining MetroCity Bankshares position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 3 MetroCity Bankshares shares in Q2 2026, an estimated $87.
  • True Wealth Design first reported a position in MetroCity Bankshares in Q1 2025 and held it in 5 quarters.
  • True Wealth Design's MetroCity Bankshares position peaked at $139 in Q3 2025.
  • 119 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.