Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,959,774
+$383,534 QoQ
Shares Held
8,234
+8.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#90
of 427 holders
Holding Since
Mar 2020
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, 2026BENJAMIN EDWARDS INC holds $66,885,207 across 30 Banks - Regional names. MTB ranks #5 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
592,102 | $17,881,479 | |
| 2 | USB |
US Bancorp De
|
190,991 | $11,535,856 | |
| 3 | TFC |
Truist Financial Corp
|
188,800 | $9,406,015 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
30,363 | $7,475,977 | |
| 5 | MTB |
M&T Bank Corp
This page
|
8,234 | $1,959,774 | |
| 6 | EWBC |
East West Bancorp Inc
|
12,212 | $1,576,447 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
697 | $1,450,310 | |
| 8 | FITB |
Fifth Third Bancorp
|
24,200 | $1,364,153 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,959,774 | 8,234 | Shares | Defined | 2026-07-24 | |
| 2026-03-31 | $1,576,240 | 7,625 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,507,674 | 7,483 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,125,248 | 5,694 | Shares | Defined | 2025-10-23 | |
| 2025-06-30 | $916,408 | 4,724 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $827,076 | 4,627 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $1,080,117 | 5,745 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,073,351 | 6,026 | Shares | Defined | 2024-11-14 | |
| 2023-03-31 | $70,426 | 589 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $140,708 | 970 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $134,003 | 760 | Shares | Defined | 2022-10-28 | |
| 2022-06-30 | $118,426 | 743 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $125,769 | 742 | Shares | Defined | 2022-05-04 | |
| 2021-09-30 | $35,393 | 237 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $95,904 | 660 | Shares | Defined | 2021-08-11 | |
| 2020-06-30 | $3,846 | 37 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $3,826 | 37 | Shares | Defined | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||