Position in MTB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,183,885
-$76,573 QoQ
Shares Held
5,727
-8.5% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
6 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 Mar 31, 2026EP Wealth Advisors, LLC holds $40,210,250 across 58 Banks - Regional names. MTB ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
124,033 | $6,450,956 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
85,640 | $3,547,208 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
14,288 | $2,973,189 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,174 | $2,212,590 | |
| 5 | COLB |
Columbia Banking System, Inc.
|
64,488 | $1,768,905 | |
| 6 | MTB |
M&T Bank Corp
This page
|
5,727 | $1,183,885 | |
| 7 | RF |
Regions Financial Corp
|
45,042 | $1,176,497 | |
| 8 | EWBC |
East West Bancorp Inc
|
10,452 | $1,115,855 |
All Filings in MTB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,183,885 | 5,727 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,260,458 | 6,256 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $842,692 | 4,344 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $438,116 | 2,451 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $426,970 | 2,271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,147,805 | 6,444 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||