Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$355,586
+$25,455 QoQ
Shares Held
1,494
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#718
of 1,144 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026D.A. DAVIDSON & CO. holds $102,682,191 across 39 Banks - Regional names. MTB ranks #27 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
457,382 | $27,625,872 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
80,246 | $19,758,170 | |
| 3 | CCB |
Coastal Financial Corp
|
112,036 | $8,683,910 | |
| 4 | GBCI |
Glacier Bancorp, Inc.
|
117,408 | $6,055,904 | |
| 5 | FLG |
Flagstar Bank, National Association
|
308,900 | $4,614,966 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,963 | $3,793,563 | |
| 7 | KEY |
Keycorp /New/
|
155,919 | $3,593,932 | |
| 8 | RF |
Regions Financial Corp
|
110,906 | $3,349,361 |
All Filings in MTB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $355,586 | 1,494 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $330,131 | 1,597 | Shares | Sole | 2026-05-05 | |
| 2025-03-31 | $829,042 | 4,638 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $662,359 | 3,523 | Shares | Sole | 2025-01-31 | |
| 2022-09-30 | $213,523 | 1,211 | Shares | Sole | 2022-11-07 | |
| 2020-12-31 | $232,067 | 1,823 | Shares | Sole | 2021-02-10 | |
| No filing history on record for this holder in this stock. | ||||||