Position in MTB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,157,918
+$371,762 QoQ
Shares Held
4,865
+27.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#457
of 1,151 holders
Holding Since
Jun 2022
17 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, 2026Crestwood Advisors Group, LLC holds $56,716,362 across 26 Banks - Regional names. MTB ranks #7 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
475,933 | $28,746,353 | |
| 2 | INDB |
Independent Bank Corp
|
80,524 | $6,741,469 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
335,922 | $5,955,896 | |
| 4 | WASH |
Washington Trust Bancorp Inc
|
94,221 | $3,437,182 | |
| 5 | FITB |
Fifth Third Bancorp
|
31,646 | $1,783,884 | |
| 6 | EBC |
Eastern Bankshares, Inc.
|
63,489 | $1,411,995 | |
| 7 | MTB |
M&T Bank Corp
This page
|
4,865 | $1,157,918 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,099 | $763,035 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,157,918 | 4,865 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $786,156 | 3,803 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $731,573 | 3,631 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $659,457 | 3,337 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $627,944 | 3,237 | Shares | Other | 2025-08-05 | |
| 2025-03-31 | $568,961 | 3,183 | Shares | Other | 2025-05-05 | |
| 2024-12-31 | $589,411 | 3,135 | Shares | Other | 2025-02-04 | |
| 2024-09-30 | $552,706 | 3,103 | Shares | Other | 2024-10-30 | |
| 2024-06-30 | $461,041 | 3,046 | Shares | Other | 2024-08-01 | |
| 2024-03-31 | $447,373 | 3,076 | Shares | Other | 2024-05-08 | |
| 2023-12-31 | $425,632 | 3,105 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $392,247 | 3,102 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $375,735 | 3,036 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $389,319 | 3,256 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $477,247 | 3,290 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $597,724 | 3,390 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $534,912 | 3,356 | Shares | Sole | 2022-07-07 | |
| No filing history on record for this holder in this stock. | ||||||