Position in MTB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$25,467
+$6,243 QoQ
Shares Held
107
+15.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#979
of 1,144 holders
Holding Since
Jun 2021
20 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, 2026Transamerica Financial Advisors, LLC holds $6,284,587 across 69 Banks - Regional names. MTB ranks #19 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
8,155 | $2,007,924 | |
| 2 | USB |
US Bancorp De
|
32,347 | $1,953,758 | |
| 3 | TFC |
Truist Financial Corp
|
11,621 | $578,958 | |
| 4 | FITB |
Fifth Third Bancorp
|
3,840 | $216,460 | |
| 5 | KB |
KB Financial Group Inc.
|
1,882 | $197,534 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
7,854 | $139,251 | |
| 7 | CUBI |
Customers Bancorp, Inc.
|
1,752 | $138,583 | |
| 8 | EWBC |
East West Bancorp Inc
|
934 | $120,570 |
All Filings in MTB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,467 | 107 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $19,224 | 93 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,663 | 43 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $4,742 | 24 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,103 | 16 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $5,005 | 28 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6 | 28 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6 | 29 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $700,948 | 4,631 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $673,532 | 4,631 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $682,658 | 4,980 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,041,568 | 8,237 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,098,246 | 8,874 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $891,513 | 7,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,044,577 | 7,201 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $888,652 | 5,040 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $719,645 | 4,515 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $678 | 4 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $746 | 5 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $726 | 5 | Shares | Sole | 2021-08-10 | |
| No filing history on record for this holder in this stock. | ||||||