Skip to main content
Equibles

UNITED CAPITAL FINANCIAL ADVISORS, LLC

Position in MTB — M&T Bank Corp

CIK 1463217 IRVING, TX
Back to MTB Full portfolio

Position in MTB

as of Jun 30, 2026 · filed Aug 17, 2026
Position Value
$2,679,040
+$314,991 QoQ
Shares Held
11,256
-1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#324
of 1,151 holders
Holding Since
Mar 2020
25 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, 2026

UNITED CAPITAL FINANCIAL ADVISORS, LLC holds $62,351,813 across 60 Banks - Regional names. MTB ranks #6 (4.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 QCRH
Qcr Holdings Inc
 64,910 $6,318,988
2 PNC
Pnc Financial Services Group, Inc.
 18,337 $4,514,936
3 USB
US Bancorp \De\
 69,476 $4,196,350
4 FITB
Fifth Third Bancorp
 73,291 $4,131,413
5 TFC
Truist Financial Corp
 64,617 $3,219,218
6 MTB
M&T Bank Corp
This page 		11,256 $2,679,040
7 RF
Regions Financial Corp
 72,185 $2,179,987
8 HDB
Hdfc Bank Ltd
 80,347 $2,075,363

All Filings in MTB

Export CSV
25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,679,040 11,256
2026-03-31 $2,364,049 11,436
2025-12-31 $2,142,941 10,636
2025-09-30 $2,324,011 11,760
2025-06-30 $2,413,623 12,442
2025-03-31 $686,400 3,840
2024-12-31 $699,021 3,718
2024-09-30 $670,087 3,762
2024-06-30 $558,367 3,689
2024-03-31 $550,199 3,783
2023-12-31 $545,441 3,979
2023-09-30 $1,417,504 11,210
2023-06-30 $991,317 8,010
2023-03-31 $966,006 8,079
2022-12-31 $1,022,527 7,049
2022-09-30 $2,253,545 12,781
2022-06-30 $2,178,861 13,670
2022-03-31 $2,388,424 14,091
2021-09-30 $2,172,448 14,547
2021-06-30 $2,262,767 15,572
2021-03-31 $2,541,286 16,762
2020-12-31 $1,553,441 12,203
2020-09-30 $821,995 8,926
2020-06-30 $322,099 3,098
2020-03-31 $274,089 2,650