UBS AM’s MetroCity Bankshares MCBS Stock Holding History

UBS AM’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 Q1	$739K	Buy	25,770 +420	+2%	+$11.9K	﹤0.01%	2442
2025 Q4	$673K	Buy	25,350 +178	+0.7%	+$4.75K	﹤0.01%	2258
2025 Q3	$697K	Sell	25,172 -26,607	-51%	-$773K	﹤0.01%	2105
2025 Q2	$1.48M	Buy	51,779 +22,224	+75%	+$616K	﹤0.01%	2276
2025 Q1	$815K	Buy	29,555 +1,121	+4%	+$33.6K	﹤0.01%	2386
2024 Q4	$908K	Buy	28,434 +2,742	+11%	+$88.7K	﹤0.01%	2409
2024 Q3	$787K	Sell	25,692 -4,413	-15%	-$128K	﹤0.01%	2494
2024 Q2	$795K	Buy	30,105 +16,105	+115%	+$392K	﹤0.01%	2474
2024 Q1	$349K	Hold	14,000	–	–	﹤0.01%	2372
2023 Q4	$336K	Hold	14,000	–	–	﹤0.01%	2404
2023 Q3	$276K	Hold	14,000	–	–	﹤0.01%	2454
2023 Q2	$239K	Hold	14,000	–	–	﹤0.01%	2533
2023 Q1	$239K	Buy	14,000 +2,800	+25%	+$54.6K	﹤0.01%	2533
2022 Q4	$242K	Buy	+11,200	New	+$244K	﹤0.01%	2393

Other funds holding MCBS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UBS AM's MCBS Position: Q1 2026 in Review

UBS AM increased its MetroCity Bankshares (MCBS) stake by 1.7% in Q1 2026, buying an estimated $11.9K and bringing the position to 25,770 shares worth $739K. The position accounts for ﹤0.01% of the portfolio, ranked #2442.

UBS AM first reported a position in MCBS in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.48M in Q2 2025. 110 funds tracked by Wall St. Rank hold MCBS as of Q1 2026.

UBS AM held 25,770 shares of MetroCity Bankshares worth $739K as of Q1 2026.
UBS AM bought 420 MetroCity Bankshares shares in Q1 2026, an estimated $11.9K.
MetroCity Bankshares made up ﹤0.01% of UBS AM's portfolio in Q1 2026, its #2442 holding.
UBS AM first reported a position in MetroCity Bankshares in Q4 2022 and has held it in 14 quarters since.
UBS AM's MetroCity Bankshares position peaked at $1.48M in Q2 2025.
110 funds tracked by Wall St. Rank held MetroCity Bankshares as of Q1 2026.

Based on UBS AM's 13F filing for Q1 2026, filed 13 May 2026.