Ascent Wealth Partners, LLC

Position in MTB — M&T Bank Corp

CIK 1546865 NEW HARTFORD, NY

Position in MTB

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$798,047

+$566,728 QoQ

Shares Held

3,353

+199.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#537

of 1,144 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ascent Wealth Partners, LLC holds $1,813,948 across 4 Banks - Regional names. MTB ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp This page	3,353	$798,047
2	PNC	Pnc Financial Services Group, Inc.	2,058	$506,720
3	CBU	Community Financial System, Inc.	3,840	$257,740
4	NBTB	Nbt Bancorp Inc	5,093	$251,441

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,047	3,353	+199.6%	Shares	Sole	2026-07-31
2026-03-31	$231,319	1,119	0.0%	Shares	Sole	2026-05-06
2025-12-31	$225,456	1,119	-6.5%	Shares	Sole	2026-02-02
2025-09-30	$236,551	1,197	0.0%	Shares	Sole	2025-10-21
2025-06-30	$232,206	1,197	0.0%	Shares	Sole	2025-08-12
2025-03-31	$213,963	1,197	0.0%	Shares	Sole	2025-05-02
2024-12-31	$225,047	1,197	0.0%	Shares	Sole	2025-02-04
2024-09-30	$213,209	1,197	-42.6%	Shares	Sole	2024-10-31
2020-03-31	$215,651	2,085	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.