Joel Isaacson & Co., LLC MCB METROPOLITAN BK HLDG CORP

Ownership history in Joel Isaacson & Co., LLC  ·  21 quarters on record

AI Ownership Summary

Joel Isaacson & Co., LLC reported METROPOLITAN BK HLDG CORP (MCB) in 21 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2023 Q4. The latest visible filing shows MCB at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MCB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Joel Isaacson & Co., LLC's position in METROPOLITAN BK HLDG CORP, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MCB was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Joel Isaacson & Co., LLC held MCB — position size vs. price
% of Fund (quarterly)    MCB price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 4,868 0% 0.01% $405K 2026-04-23 $88.92
2025 Q4 UNCHANGED 4,868 0% 0.01% $372K 2026-01-30 $92.34
2025 Q3 UNCHANGED 4,868 0% 0.01% $364K 2025-10-30 $66.30
2025 Q2 UNCHANGED 4,868 0% 0.01% $341K 2025-07-23 $76.08
2025 Q1 UNCHANGED 4,868 0% 0.01% $273K 2025-04-25 $60.28
2024 Q4 UNCHANGED 4,868 0% 0.01% $284K 2025-01-28 $64.06
2024 Q3 UNCHANGED 4,868 0% 0.01% $256K 2024-10-23 $54.46
2024 Q2 UNCHANGED 4,868 0% 0.01% $205K 2024-07-24 $52.76
2023 Q4 UNCHANGED 4,868 0% 0.02% $270K 2024-01-25 $49.69
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Joel Isaacson & Co., LLC and MCB

These are the practical questions this page is built to answer before you even open the full history table.

How long has Joel Isaacson & Co., LLC reported owning MCB?

Joel Isaacson & Co., LLC reported MCB across 9 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MCB position in Joel Isaacson & Co., LLC's portfolio?

The largest reported portfolio weight for MCB was 0.02% in 2023 Q4.

What is the latest reported MCB position on this page?

The most recent filing on this page is 2026 Q1, when Joel Isaacson & Co., LLC reported 4,868 shares, equal to 0.01% of portfolio, with an estimated market value of $405K.

What does the chart on this MCB ownership page compare?

The chart compares Joel Isaacson & Co., LLC's quarterly MCB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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