Wellington reports 8.2% MCB stake in Metropolitan Bank Holding (MCB)
Rhea-AI Filing Summary
Wellington Management Group LLP and related entities report beneficial ownership of Metropolitan Bank Holding Corp. common stock on a passive Schedule 13G/A (Amendment No. 2). They disclose beneficial ownership of 1,022,383 shares, representing 8.2% of the common stock as of June 30, 2026.
All reported shares are held with shared voting and dispositive power; none are held with sole power. The securities are owned of record by clients of various Wellington investment advisers, who have rights to dividends and sale proceeds. No single client is known to hold more than five percent of this class.
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Key Figures
Shares beneficially owned: 1,022,383 shares
Percent of class: 8.2%
Date as of: 06/30/2026
+3 more
6 metrics
Shares beneficially owned
1,022,383 shares
Metropolitan Bank Holding Corp. common stock beneficially owned by Wellington-related entities
Percent of class
8.2%
Portion of Metropolitan Bank Holding Corp. common stock reported as beneficially owned
Date as of
06/30/2026
Ownership information measurement date for the reported MCB holdings
Sole voting power
0 shares
Shares over which Wellington entities have sole power to vote
Shared voting power
1,022,383 shares
Shares over which Wellington entities have shared power to vote
Shared dispositive power
1,022,383 shares
Shares over which Wellington entities have shared power to dispose
Key Terms
beneficially owned, shared voting power, shared dispositive power, parent holding company, +1 more
5 terms
beneficially owned financial
"Amount beneficially owned: See the responses to Item 9 on the attached cover pages."
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
parent holding company financial
"The securities as to which this Schedule is filed by Wellington Management Group LLP, as parent holding company"
investment advisers financial
"One or more of the following investment advisers (the "Wellington Investment Advisers"): Wellington Management Company LLP"
FAQ
What ownership stake in MCB does Wellington report on this Schedule 13G/A?
Wellington-related entities report beneficial ownership of 1,022,383 MCB shares, representing 8.2% of Metropolitan Bank Holding Corp. common stock as of June 30, 2026, held on behalf of advisory clients.
Which Wellington entities are listed as reporting persons for MCB on this 13G/A?
The filing lists Wellington Management Group LLP, Wellington Group Holdings LLP, Wellington Investment Advisors Holdings LLP, and Wellington Management Company LLP as reporting persons, reflecting the group’s control structure over the investment advisers.
When was the Wellington beneficial ownership in MCB measured and signed?
The ownership information is stated as of June 30, 2026, and the Schedule 13G/A is signed by Matthew Revell, Compliance Manager, on August 14, 2026 for each of the reporting entities.
AI-generated analysis. How Rhea-AI works. Not financial advice.