Position in MTB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$203,736
+$138,826 QoQ
Shares Held
856
+172.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#875
of 1,144 holders
Holding Since
Mar 2022
10 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, 2026SUMMIT SECURITIES GROUP LLC holds $12,030,285 across 19 Banks - Regional names. MTB ranks #2 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PB |
Prosperity Bancshares Inc
|
153,266 | $11,193,015 | |
| 2 | MTB |
M&T Bank Corp
This page
|
856 | $203,736 | |
| 3 | ITUB |
Itau Unibanco Holding S.A.
|
15,241 | $124,518 | |
| 4 | KEY |
Keycorp /New/
|
5,217 | $120,251 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
293 | $72,142 | |
| 6 | CBSH |
Commerce Bancshares Inc /Mo/
|
1,139 | $65,777 | |
| 7 | BAP |
Credicorp Ltd
|
154 | $59,995 | |
| 8 | USB |
US Bancorp De
|
960 | $57,984 |
All Filings in MTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $203,736 | 856 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $64,910 | 314 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $46,944 | 233 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $53,159 | 269 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $21,144 | 109 | Shares | Sole | 2025-08-12 | |
| 2023-06-30 | $26,855 | 217 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $39,697 | 332 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $25,385 | 175 | Shares | Sole | 2023-02-13 | |
| 2022-06-30 | $123,527 | 775 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $8,983 | 53 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||