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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

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
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
TM
Torren Management San Diego, California $197M AUM
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
AT
Arlington Trust Birmingham, Alabama $1.18B AUM 11.55% 1-Year Est. Return

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. 11 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.
  • 11 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.