Position in MTB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$410,567
+$58,730 QoQ
Shares Held
1,725
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#684
of 1,144 holders
Holding Since
Mar 2020
23 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, 2026B. Riley Wealth Advisors, Inc. holds $4,407,479 across 9 Banks - Regional names. MTB ranks #6 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
19,296 | $1,165,478 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,845 | $700,495 | |
| 3 | SFNC |
Simmons First National Corp
|
26,496 | $600,134 | |
| 4 | KEY |
Keycorp /New/
|
22,502 | $518,671 | |
| 5 | RF |
Regions Financial Corp
|
16,932 | $511,346 | |
| 6 | MTB |
M&T Bank Corp
This page
|
1,725 | $410,567 | |
| 7 | TFC |
Truist Financial Corp
|
4,330 | $215,720 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
103 | $214,321 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $410,567 | 1,725 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $351,837 | 1,702 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $543,593 | 2,698 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $533,969 | 2,702 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $571,882 | 2,948 | Shares | Sole | 2025-08-19 | |
| 2024-12-31 | $543,536 | 2,891 | Shares | Sole | 2025-02-25 | |
| 2024-09-30 | $533,825 | 2,997 | Shares | Sole | 2024-12-13 | |
| 2024-06-30 | $533,998 | 3,528 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $841,370 | 5,785 | Shares | Sole | 2024-05-16 | |
| 2023-12-31 | $667,579 | 4,870 | Shares | Sole | 2024-03-15 | |
| 2023-09-30 | $731,513 | 5,785 | Shares | Sole | 2023-12-01 | |
| 2023-06-30 | $648,131 | 5,237 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $672,461 | 5,624 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $734,583 | 5,064 | Shares | Sole | 2023-03-15 | |
| 2022-09-30 | $933,966 | 5,297 | Shares | Other | 2022-11-22 | |
| 2022-06-30 | $695,736 | 4,365 | Shares | Other | 2022-08-12 | |
| 2022-03-31 | $537,314 | 3,170 | Shares | Other | 2022-05-02 | |
| 2021-09-30 | $258,507 | 1,731 | Shares | Other | 2021-11-16 | |
| 2021-06-30 | $250,950 | 1,727 | Shares | Other | 2021-08-10 | |
| 2021-03-31 | $332,328 | 2,192 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $269,620 | 2,118 | Shares | Other | 2021-02-04 | |
| 2020-06-30 | $281,342 | 2,706 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $233,027 | 2,253 | Shares | Other | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||