Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$251,100
-$1,547 QoQ
Shares Held
1,055
-47.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#824
of 1,144 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 77%
Shared 0%
None 23%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026PEAPACK GLADSTONE FINANCIAL CORP holds $110,483,806 across 12 Banks - Regional names. MTB ranks #10 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
190,638 | $46,938,887 | |
| 2 | PGC |
Peapack Gladstone Financial Corp
|
348,088 | $16,475,004 | |
| 3 | TFC |
Truist Financial Corp
|
320,754 | $15,979,963 | |
| 4 | USB |
US Bancorp De
|
232,994 | $14,072,837 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
106,192 | $7,440,872 | |
| 6 | KEY |
Keycorp /New/
|
220,426 | $5,080,818 | |
| 7 | FITB |
Fifth Third Bancorp
|
42,735 | $2,408,971 | |
| 8 | CLBK |
Columbia Financial, Inc./MD/
|
108,130 | $1,042,967 |
All Filings in MTB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,100 | 1,055 | Shares | Defined | 2026-08-14 | |
| 2023-09-30 | $252,647 | 1,998 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $243,188 | 1,965 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $234,715 | 1,963 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $284,752 | 1,963 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $346,116 | 1,963 | Shares | Defined | 2022-11-14 | |
| 2021-09-30 | $968,619 | 6,486 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $942,480 | 6,486 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $983,342 | 6,486 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $825,667 | 6,486 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $597,295 | 6,486 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $674,349 | 6,486 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $675,087 | 6,527 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||