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Twin Peaks Wealth Advisors’s Metropolitan Bank Holding Corp MCB Stock Holding History

Twin Peaks Wealth Advisors’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
Q2 		– Sell
-3
Closed -$250 – 1387
2026
Q1 		$250 Buy
+3
New +$258 ﹤0.01% 2143
2025
Q3 		– Sell
-1
Closed -$73 – 1315
2025
Q2 		$73 Buy
+1
New +$62 ﹤0.01% 2158

Other funds holding MCB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
PFPGI
Patriot Financial Partners GP II Radnor, Pennsylvania $391M AUM 33.12% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Twin Peaks Wealth Advisors's MCB Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Metropolitan Bank Holding Corp (MCB) in Q2 2026, closing a stake of 3 shares — an estimated $250 sold.

Twin Peaks Wealth Advisors first reported a position in MCB in Q2 2025 and held it in 2 quarters. The position peaked at $250 in Q1 2026. 201 funds tracked by Wall St. Rank hold MCB as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Metropolitan Bank Holding Corp position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 3 Metropolitan Bank Holding Corp shares in Q2 2026, an estimated $250.
  • Twin Peaks Wealth Advisors first reported a position in Metropolitan Bank Holding Corp in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Metropolitan Bank Holding Corp position peaked at $250 in Q1 2026.
  • 201 funds tracked by Wall St. Rank held Metropolitan Bank Holding Corp as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.