Position in MTB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,769,008
+$348,317 QoQ
Shares Held
11,634
-0.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#318
of 1,144 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Dana Investment Advisors, Inc. holds $130,660,715 across 28 Banks - Regional names. MTB ranks #19 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HAPN |
Happen, Inc.
|
635,985 | $13,190,328 | |
| 2 | PFBC |
Preferred Bank
|
105,736 | $11,235,507 | |
| 3 | OCFC |
Oceanfirst Financial Corp
|
425,718 | $8,314,272 | |
| 4 | HOPE |
Hope Bancorp Inc
|
596,116 | $8,154,866 | |
| 5 | NWBI |
Northwest Bancshares, Inc.
|
502,644 | $7,620,083 | |
| 6 | WBS |
Webster Financial Corp
|
95,512 | $7,299,027 | |
| 7 | BANC |
Banc Of California, Inc.
|
342,902 | $7,005,487 | |
| 8 | HFWA |
Heritage Financial Corp /Wa/
|
216,374 | $6,408,997 |
All Filings in MTB
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,769,008 | 11,634 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,420,691 | 11,710 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,382,501 | 11,825 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $2,343,377 | 11,858 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $2,369,393 | 12,214 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,201,485 | 12,316 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,342,604 | 12,460 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $2,501,339 | 14,043 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,143,408 | 14,161 | Shares | Sole | 2024-08-27 | |
| 2024-03-31 | $2,111,643 | 14,519 | Shares | Sole | 2024-05-15 | |
| 2023-09-30 | $204,216 | 1,615 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $212,619 | 1,718 | Shares | Sole | 2023-08-15 | |
| No filing history on record for this holder in this stock. | ||||||