Position in MBWM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$582,927
+$76,261 QoQ
Shares Held
10,152
+1.2% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#100
of 206 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MBWM Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Janney Montgomery Scott LLC holds $409,102,260 across 87 Banks - Regional names. MBWM ranks #58 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
618,232 | $152,221,083 | |
| 2 | TFC |
Truist Financial Corp
|
887,375 | $44,209,022 | |
| 3 | MTB |
M&T Bank Corp
|
83,442 | $19,860,030 | |
| 4 | EWBC |
East West Bancorp Inc
|
153,779 | $19,851,331 | |
| 5 | LYG |
Lloyds Banking Group plc
|
3,093,483 | $18,035,005 | |
| 6 | FITB |
Fifth Third Bancorp
|
272,386 | $15,354,398 | |
| 7 | USB |
US Bancorp \De\
|
247,081 | $14,923,692 | |
| 8 | CBFV |
CB Financial Services, Inc.
|
305,098 | $11,563,214 |
All Filings in MBWM
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $582,927 | 10,152 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $506,666 | 10,033 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $482,779 | 10,037 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $456,030 | 10,134 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $537,056 | 11,572 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $515,459 | 11,866 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $527,829 | 11,864 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $499,894 | 11,434 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $468,056 | 11,537 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $452,295 | 11,751 | Shares | Sole | 2024-05-01 | |
| No filing history on record for this holder in this stock. | ||||||