Position in MTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$2,364,049
+$221,108 QoQ
Shares Held
11,436
+7.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $56,458,897 across 60 Banks - Regional names. MTB ranks #7 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | QCRH |
Qcr Holdings Inc
|
64,826 | $5,539,381 | |
| 2 | USB |
US Bancorp \De\
|
69,327 | $3,605,697 | |
| 3 | FITB |
Fifth Third Bancorp
|
74,595 | $3,465,683 | |
| 4 | TFC |
Truist Financial Corp
|
65,157 | $2,995,267 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
14,073 | $2,928,450 | |
| 6 | HDB |
Hdfc Bank Ltd
|
110,536 | $2,750,135 | |
| 7 | MTB |
M&T Bank Corp
This page
|
11,436 | $2,364,049 | |
| 8 | RF |
Regions Financial Corp
|
72,591 | $1,896,076 |
All Filings in MTB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,364,049 | 11,436 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,142,941 | 10,636 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $2,324,011 | 11,760 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,413,623 | 12,442 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $686,400 | 3,840 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $699,021 | 3,718 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $670,087 | 3,762 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $558,367 | 3,689 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $550,199 | 3,783 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $545,441 | 3,979 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,417,504 | 11,210 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $991,317 | 8,010 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $966,006 | 8,079 | Shares | Defined | 2023-08-15 | |
| 2022-12-31 | $1,022,527 | 7,049 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $2,253,545 | 12,781 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,178,861 | 13,670 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $2,388,424 | 14,091 | Shares | Defined | 2022-05-16 | |
| 2021-09-30 | $2,172,448 | 14,547 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,262,767 | 15,572 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $2,541,286 | 16,762 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,553,441 | 12,203 | Shares | Defined | 2021-02-17 | |
| 2020-09-30 | $821,995 | 8,926 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $322,099 | 3,098 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $274,089 | 2,650 | Shares | Defined | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||