MCBNYSEState Commercial BanksFiscal year ends December 31
Metropolitan Bank Holding Corp.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 31, 2026
$86.53−0.71 (-0.81%)
Close on Oct 19, 2026
- Market cap
- $1.08B
- P/E (TTM)
- 11.0
- Dividend yield
- 0.35%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
90.9%
11M of 12M shares
Institutional holders
201
36 new, 24 sold out
Net institutional buying
-0M
In Q2 2026
Insider trades, 12 months
5 buys · 17 sales
Net sold $4.28M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | 998,668 | 9.00% | 13G (passive) | Feb 14, 2024 |
| BlackRock, Inc. | 981,949 | 7.90% | 13G (passive) amendment | Jun 30, 2026 |
| FMR LLC | 715,665 | 6.90% | 13G (passive) amendment | Sep 30, 2025 |
| Wellington Group Holdings LLP | 592,799 | 5.80% | 13G (passive) | Dec 31, 2025 |
| Phillip Gross | 559,479 | 5.43% | 13G (passive) | Dec 31, 2025 |
| Wellington Investment Advisors Holdings LLP | 1,203,091 | 9.80% | 13G (passive) amendment | Mar 31, 2026 |
| Wellington Management Company LLP | 1,022,383 | 8.20% | 13G (passive) amendment | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of MCB | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 1,209,119 | 9.75% | $119.41M | +188,081 | 0.00% |
| Wellington Management Group Llp | 1,022,383 | 8.25% | $100.97M | −180,708 | 0.02% |
| Patriot Financial Partners GP II, L.P. | 664,884 | 5.36% | $65.66M | −100,000 | 16.78% |
| Adage Capital Partners Gp, L.L.C. | 525,415 | 4.24% | $51.89M | −59,218 | 0.07% |
| Vanguard Capital Management LLC | 512,527 | 4.13% | $50.62M | +10,968 | 0.00% |
| Dimensional Fund Advisors LP | 472,599 | 3.81% | $46.67M | +12,808 | 0.01% |
| State Street Corp | 469,133 | 3.78% | $46.34M | +85,577 | 0.00% |
| American Century Companies Inc | 354,845 | 2.86% | $35.04M | +23,406 | 0.02% |
| Geode Capital Management, LLC | 308,061 | 2.48% | $30.43M | +45,573 | 0.00% |
| Citadel Advisors LLC | 302,632 | 2.44% | $29.89M | −74,623 | 0.00% |
| Millennium Management LLC | 245,548 | 1.98% | $24.25M | −78,341 | 0.01% |
| Two Sigma Investments, LP | 219,861 | 1.77% | $21.71M | +123,242 | 0.02% |
| Kennedy Capital Management LLC | 212,244 | 1.71% | $20.96M | −5,648 | 0.37% |
| Basswood Capital Management, L.L.C. | 210,367 | 1.70% | $20.78M | – | 0.83% |
| Bank of New York Mellon Corp | 195,372 | 1.58% | $19.29M | +1,742 | 0.00% |
| Nuveen, LLC | 193,293 | 1.56% | $19.09M | +43,109 | 0.00% |
| UBS Group AG | 181,980 | 1.47% | $17.97M | −157,030 | 0.00% |
| Alliancebernstein L.P. | 176,623 | 1.42% | $14.71M | −595 | 0.00% |
| Morgan Stanley | 168,591 | 1.36% | $16.65M | +17,936 | 0.00% |
| D. E. Shaw & Co., Inc. | 162,686 | 1.31% | $16.07M | +45,243 | 0.01% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 201 | 11M | 90.9% | 36 / 84 | 44 / 24 | 1M | 1M |
| Q1 2026 | 193 | 11M | 91.7% | 51 / 71 | 44 / 16 | 4M | 1M |
| Q4 2025 | 160 | 9M | 70.9% | 20 / 48 | 64 / 18 | 1M | 1M |
| Q3 2025 | 159 | 9M | 74.5% | 29 / 42 | 59 / 22 | 2M | 1M |
| Q2 2025 | 154 | 9M | 75.2% | 23 / 42 | 66 / 22 | 1M | 1M |
| Q1 2025 | 154 | 9M | 76.6% | 23 / 46 | 56 / 25 | 1M | 1M |
| Q4 2024 | 157 | 9M | 74.2% | 22 / 52 | 52 / 14 | 1M | 1M |
| Q3 2024 | 149 | 9M | 72.3% | 30 / 50 | 51 / 11 | 2M | 1M |
| Q2 2024 | 132 | 9M | 72.0% | 29 / 44 | 41 / 12 | 1M | 1M |
| Q1 2024 | 116 | 9M | 72.8% | 26 / 39 | 32 / 17 | 1M | 1M |
| Q4 2023 | 108 | 9M | 72.5% | 18 / 46 | 31 / 13 | 1M | 1M |
| Q3 2023 | 103 | 9M | 71.8% | 13 / 39 | 35 / 9 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of MCB | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 371,654 | 3.00% | $36.70M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 297,743 | 2.40% | $29.41M | 0.04% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 270,199 | 2.18% | $24.19M | 0.09% | May 31, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 193,769 | 1.56% | $19.14M | 0.40% | Jun 30, 2026 |
| Vanguard Extended Market Index Fund | 128,851 | 1.04% | $12.73M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 121,602 | 0.98% | $11.25M | 0.03% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 80,712 | 0.65% | $7.97M | 0.05% | Jun 30, 2026 |
| U.S. Targeted Value Portfolio | 63,156 | 0.51% | $5.84M | 0.03% | Jul 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 62,209 | 0.50% | $5.75M | 0.04% | Jul 31, 2026 |
| College Retirement Equities Fund - Total Global Stock Account | 61,960 | 0.50% | $6.12M | 0.00% | Jun 30, 2026 |
| iShares U.S. Small-Cap Equity Factor ETF | 58,261 | 0.47% | $5.39M | 0.13% | Jul 31, 2026 |
| Fidelity Extended Market Index Fund | 57,049 | 0.46% | $5.11M | 0.01% | May 31, 2026 |
| Nuveen Quant Small Cap Equity Fund | 53,880 | 0.43% | $4.98M | 0.12% | Jul 31, 2026 |
| Schwab U.S. Small-Cap ETF | 53,324 | 0.43% | $4.77M | 0.02% | May 31, 2026 |
| EA Bridgeway Omni Small-Cap Value ETF | 51,151 | 0.41% | $5.05M | 0.21% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Mark R. DeFazio | President and CEO, Director | 160,069 | 1.29% | Mar 30, 2026 |
| Daniel F. Dougherty | EVP & Chief Financial Officer | 33,769 | 0.27% | Jul 27, 2026 |
| Nick Rosenberg | Executive Vice President | 22,722 | 0.18% | Jul 2, 2026 |
| Scott Lublin | EVP and Chief Lending Officer | 57,905 | 0.47% | Mar 30, 2026 |
| Gregory Gaare | SVP & Chief Risk Officer | 5,217 | 0.04% | Mar 4, 2026 |
| Laura Capra | EVP, Head of Retail Banking | 42,694 | 0.34% | Mar 4, 2026 |
| Dixiana M. Berrios | EVP & Chief Operating Officer | 17,038 | 0.14% | Mar 4, 2026 |
| Norman Scott | SVP and Chief Credit Officer | 12,532 | 0.10% | Mar 4, 2026 |
| Gerald David Bonnar | SVP, Controller, CAO & PAO | 14,489 | 0.12% | Mar 4, 2026 |
| Frederik F. Erikson | EVP & General Counsel | 11,823 | 0.10% | Mar 4, 2026 |
| Dale C. Fredston | Director | 14,668 | 0.12% | Sep 18, 2026 |
| Robert C. Patent | Director | 76,185 | 0.61% | Aug 12, 2026 |
| Harvey Gutman | Director | 18,243 | 0.15% | Jun 1, 2026 |
| Chaya Pamula | Director | 11,513 | 0.09% | Jan 27, 2026 |
| Maria F. Ramirez | Director | 35,557 | 0.29% | Jan 27, 2026 |
| Terence J. Mitchell | Director | 15,730 | 0.13% | Jan 27, 2026 |
| David J. Gold | Director | 29,731 | 0.24% | Jan 27, 2026 |
| George J. Wolf Jr | Director | 28,495 | 0.23% | Jan 27, 2026 |
| William Reinhardt | Director | 23,780 | 0.19% | Jan 27, 2026 |
| Anthony J. Fabiano | Director | 15,180 | 0.12% | Jan 27, 2026 |
| Katrina Robinson | Director | 7,500 | 0.06% | Jan 27, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Dale C. Fredston Director | Sep 17, 2026 | Sale | −2,000 | $89.09 | $178.18K | 14,668 |
| Robert C. Patent Director | Aug 10, 2026 | Sale | −10,000 | $92.29 | $922.90K | 76,185 |
| Daniel F. Dougherty EVP & Chief Financial Officer | Jul 23, 2026 | Buy | +1,000 | $89.98 | $89.98K | 33,197 |
| Nick Rosenberg Executive Vice President | Jul 1, 2026 | Sale(10b5-1 plan) | −1,807 | $100.43 | $181.48K | 22,202 |
| Nick Rosenberg Executive Vice President | Jun 30, 2026 | Sale(10b5-1 plan) | −90 | $100.03 | $9.00K | 24,009 |
| Nick Rosenberg Executive Vice President | Jun 29, 2026 | Sale(10b5-1 plan) | −90 | $100.06 | $9.01K | 24,099 |
| Nick Rosenberg Executive Vice President | Jun 26, 2026 | Sale(10b5-1 plan) | −263 | $100.01 | $26.30K | 24,189 |
| Robert C. Patent Director | Jun 12, 2026 | Sale | −10,000 | $96.41 | $964.10K | 86,185 |
| Robert C. Patent Director | Jun 4, 2026 | Sale | −5,000 | $90.21 | $451.05K | 96,185 |
| Harvey Gutman Director | May 29, 2026 | Sale | −3,000 | $89.58 | $268.74K | 18,243 |
| Mark R. DeFazio President and CEO, Director | Mar 28, 2026 | Tax withholding | −6,050 | $80.65 | $487.93K | 150,583 |
| Scott Lublin EVP and Chief Lending Officer | Mar 28, 2026 | Tax withholding | −3,025 | $80.65 | $243.97K | 57,905 |
| Daniel F. Dougherty EVP & Chief Financial Officer | Mar 10, 2026 | Buy | +1,000 | $79.95 | $79.95K | 32,197 |
| Nick Rosenberg Executive Vice President | Mar 2, 2026 | Tax withholding | −5,628 | $84.15 | $473.60K | 24,452 |
| Nick Rosenberg Executive Vice President | Mar 2, 2026 | Award | +4,241 | – | – | 30,080 |
| Gregory Gaare SVP & Chief Risk Officer | Mar 2, 2026 | Award | +2,414 | – | – | 5,217 |
| Gregory Gaare SVP & Chief Risk Officer | Mar 2, 2026 | Tax withholding | −342 | $84.15 | $28.78K | 4,875 |
| Gerald David Bonnar SVP, Controller, CAO & PAO | Mar 2, 2026 | Award | +2,153 | – | – | 14,489 |
| Gerald David Bonnar SVP, Controller, CAO & PAO | Mar 2, 2026 | Tax withholding | −1,099 | $84.15 | $92.48K | 13,390 |
| Daniel F. Dougherty EVP & Chief Financial Officer | Mar 2, 2026 | Tax withholding | −1,631 | $84.15 | $137.25K | 31,197 |
| Daniel F. Dougherty EVP & Chief Financial Officer | Mar 2, 2026 | Award | +5,487 | – | – | 32,828 |
| Dixiana M. Berrios EVP & Chief Operating Officer | Mar 2, 2026 | Award | +3,432 | – | – | 17,038 |
| Dixiana M. Berrios EVP & Chief Operating Officer | Mar 2, 2026 | Returned to company | −1,418 | $84.15 | $119.32K | 15,620 |
| Norman Scott SVP and Chief Credit Officer | Mar 2, 2026 | Tax withholding | −2,310 | $84.15 | $194.39K | 12,532 |
| Norman Scott SVP and Chief Credit Officer | Mar 2, 2026 | Award | +2,296 | – | – | 14,842 |
| Laura Capra EVP, Head of Retail Banking | Mar 2, 2026 | Award | +4,650 | – | – | 42,694 |
| Laura Capra EVP, Head of Retail Banking | Mar 2, 2026 | Tax withholding | −1,705 | $84.15 | $143.48K | 40,989 |
| Frederik F. Erikson EVP & General Counsel | Mar 2, 2026 | Tax withholding | −661 | $84.15 | $55.62K | 11,823 |
| Frederik F. Erikson EVP & General Counsel | Mar 2, 2026 | Award | +4,536 | – | – | 12,484 |
| Mark R. DeFazio President and CEO, Director | Mar 2, 2026 | Award | +6,688 | – | – | 136,078 |
| Mark R. DeFazio President and CEO, Director | Mar 2, 2026 | Award | +30,000 | – | – | 166,078 |
| Mark R. DeFazio President and CEO, Director | Mar 2, 2026 | Tax withholding | −9,445 | $84.15 | $794.80K | 156,633 |
| Scott Lublin EVP and Chief Lending Officer | Mar 2, 2026 | Award | +5,443 | – | – | 64,224 |
| Scott Lublin EVP and Chief Lending Officer | Mar 2, 2026 | Tax withholding | −3,294 | $84.15 | $277.19K | 60,930 |
| Mark R. DeFazio President and CEO, Director | Feb 27, 2026 | Award | +35,205 | – | – | 129,390 |
| Scott Lublin EVP and Chief Lending Officer | Feb 27, 2026 | Award | +17,602 | – | – | 58,781 |
| Mark R. DeFazio President and CEO, Director | Feb 25, 2026 | Award | +5,882 | $85.00 | $499.97K | 5,882 |
| George J. Wolf Jr Director | Jan 27, 2026 | Gift | −1,720 | – | – | 28,495 |
| William Reinhardt Director | Jan 23, 2026 | Award | +2,500 | – | – | 23,780 |
| Katrina Robinson Director | Jan 23, 2026 | Award | +2,500 | – | – | 7,500 |
| Harvey Gutman Director | Jan 23, 2026 | Award | +2,500 | – | – | 21,243 |
| Chaya Pamula Director | Jan 23, 2026 | Award | +2,500 | – | – | 11,513 |
| Terence J. Mitchell Director | Jan 23, 2026 | Award | +2,500 | – | – | 15,730 |
| Anthony J. Fabiano Director | Jan 23, 2026 | Award | +2,500 | – | – | 15,180 |
| George J. Wolf Jr Director | Jan 23, 2026 | Award | +2,500 | – | – | 30,215 |
| David J. Gold Director | Jan 23, 2026 | Award | +2,500 | – | – | 29,731 |
| Dale C. Fredston Director | Jan 23, 2026 | Award | +2,500 | – | – | 16,668 |
| Maria F. Ramirez Director | Jan 23, 2026 | Award | +2,500 | – | – | 34,557 |
| Robert C. Patent Director | Jan 23, 2026 | Sale | −912 | $90.04 | $82.12K | 87,773 |
| Robert C. Patent Director | Jan 23, 2026 | Sale | −1,433 | $92.14 | $132.04K | 86,340 |
| Robert C. Patent Director | Jan 23, 2026 | Sale | −2,100 | $93.36 | $196.06K | 84,240 |
| Robert C. Patent Director | Jan 23, 2026 | Award | +2,500 | – | – | 86,740 |
| Robert C. Patent Director | Jan 22, 2026 | Sale | −4,588 | $95.28 | $437.14K | 89,099 |
| Robert C. Patent Director | Jan 22, 2026 | Sale | −414 | $96.16 | $39.81K | 88,685 |
| Robert C. Patent Director | Jan 22, 2026 | Sale | −4,998 | $94.64 | $473.01K | 93,687 |
| Nick Rosenberg Executive Vice President | Jan 21, 2026 | Sale(10b5-1 plan) | −1,250 | $90.21 | $112.76K | 25,839 |
| Nick Rosenberg Executive Vice President | Dec 10, 2025 | Sale(10b5-1 plan) | −625 | $80.41 | $50.26K | 27,089 |
| Anthony J. Fabiano Director | Oct 30, 2025 | Buy | +147 | $67.87 | $9.98K | 12,680 |
| Frederik F. Erikson EVP & General Counsel | Oct 27, 2025 | Buy | +20 | $68.65 | $1.37K | 7,948 |
| Daniel F. Dougherty EVP & Chief Financial Officer | Oct 27, 2025 | Buy | +1,000 | $71.66 | $71.66K | 27,341 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Dale C. Fredston Director | Sep 17, 2026 | 2,000 | $178.64K | Sep 17, 2026 | Payment For Services Rendered |
| C. Patent Robert Director | Aug 10, 2026 | 10,000 | $928.60K | Aug 10, 2026 | Received as BOD member |
| Rosenberg Nick Officer | Jun 26, 2026 | 4,500 | $438.98K | Jun 26, 2026 | Executive compensation |
| C. Patent Robert Director | Jun 12, 2026 | 10,000 | $968.70K | Jun 12, 2026 | Received as BOD member |
| Scott Norman Affiliate | Jun 8, 2026 | 2,000 | $184.01K | Jun 8, 2026 | RSU Vesting |
| C. Patent Robert Director | Jun 4, 2026 | 5,000 | $442.70K | Jun 4, 2026 | Received as BOD member |
| Gutman Harvey Affiliate | May 29, 2026 | 3,000 | $268.75K | May 29, 2026 | RSU Vesting |
| C. Patent Robert Director | Jan 23, 2026 | 4,445 | $422.05K | Jan 23, 2026 | Open Market Purchase |
| C. Patent Robert Director | Jan 22, 2026 | 10,000 | $916.10K | Jan 22, 2026 | Open Market Purchase |
| Rosenberg Nick Officer | Jan 21, 2026 | 3,500 | $278.71K | Jan 21, 2026 | Executive compensation |
| Scott Lublin Officer | Oct 20, 2025 | 5,000 | $371.79K | Oct 20, 2025 | Restricted Stock Vesting |
| Rosenberg Nick Officer | Sep 17, 2025 | 3,750 | $290.48K | Sep 17, 2025 | Executive compensation |
| Dale C. Fredston Director | Sep 2, 2025 | 3,000 | $235.53K | Sep 2, 2025 | Stock Award |
| C. Patent Robert Director | Aug 27, 2025 | 5,000 | $395.55K | Aug 27, 2025 | Received as Board of Director member |
| C. Patent Robert Director | Aug 19, 2025 | 5,000 | $363.70K | Aug 19, 2025 | Received as Board of Director member |