Position in MTB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$886,111
-$446,612 QoQ
Shares Held
3,723
-42.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#518
of 1,144 holders
Holding Since
Mar 2020
25 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, 2026Crossmark Global Holdings, Inc. holds $186,825,127 across 67 Banks - Regional names. MTB ranks #26 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
4,844,087 | $28,241,027 | |
| 2 | USB |
US Bancorp \De\
|
447,663 | $27,038,845 | |
| 3 | BPOP |
Popular, Inc.
|
159,229 | $26,142,217 | |
| 4 | NWG |
NatWest Group plc
|
1,035,444 | $18,254,877 | |
| 5 | RF |
Regions Financial Corp
|
481,789 | $14,550,027 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
668,210 | $6,401,451 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
86,021 | $6,027,491 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
22,115 | $5,445,155 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,111 | 3,723 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,332,723 | 6,447 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,378,324 | 6,841 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $985,333 | 4,986 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $575,568 | 2,967 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $651,186 | 3,643 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $753,919 | 4,010 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $871,540 | 4,893 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $829,603 | 5,481 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $798,610 | 5,491 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $858,943 | 6,266 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $849,238 | 6,716 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $943 | 6,736 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,082,824 | 9,056 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,419,846 | 9,788 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $1,673,276 | 9,490 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,493,484 | 9,370 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,157,515 | 6,829 | Shares | Sole | 2022-05-11 | |
| 2021-09-30 | $1,316,282 | 8,814 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,276,257 | 8,783 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,300,813 | 8,580 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $1,339,196 | 10,520 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $1,053,509 | 11,440 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $1,265,210 | 12,169 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $1,124,490 | 10,872 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||