Position in MTB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,578,958
+$202,617 QoQ
Shares Held
6,634
-0.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#407
of 1,144 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Valmark Advisers, Inc. holds $7,509,229 across 9 Banks - Regional names. MTB ranks #1 (21.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
6,634 | $1,578,958 | |
| 2 | FITB |
Fifth Third Bancorp
|
18,685 | $1,053,273 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,821 | $940,806 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
52,674 | $933,910 | |
| 5 | USB |
US Bancorp De
|
15,061 | $909,684 | |
| 6 | KEY |
Keycorp /New/
|
33,954 | $782,639 | |
| 7 | SBFG |
Sb Financial Group, Inc.
|
23,083 | $583,307 | |
| 8 | TFC |
Truist Financial Corp
|
10,301 | $513,195 |
All Filings in MTB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,578,958 | 6,634 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,376,341 | 6,658 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $484,760 | 2,406 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $473,299 | 2,395 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $464,606 | 2,395 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $333,368 | 1,865 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $355,338 | 1,890 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $329,343 | 1,849 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $283,648 | 1,874 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $282,589 | 1,943 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $272,926 | 1,991 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $320,677 | 2,536 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $313,855 | 2,536 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $303,229 | 2,536 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $365,986 | 2,523 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $388,432 | 2,203 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $351,136 | 2,203 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $338,322 | 1,996 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $303,757 | 2,034 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $302,826 | 2,084 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $299,278 | 1,974 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $250,526 | 1,968 | Shares | Sole | 2021-02-03 | |
| No filing history on record for this holder in this stock. | ||||||