Position in MTB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$75,687
+$15,325 QoQ
Shares Held
318
+8.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#927
of 1,144 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $31,114,851 across 57 Banks - Regional names. MTB ranks #26 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
132,350 | $7,993,940 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,716 | $5,346,913 | |
| 3 | COLB |
Columbia Banking System, Inc.
|
149,708 | $4,798,141 | |
| 4 | RF |
Regions Financial Corp
|
110,972 | $3,351,354 | |
| 5 | TFC |
Truist Financial Corp
|
52,597 | $2,620,382 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
776 | $1,614,693 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
48,830 | $865,755 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
10,931 | $765,935 |
All Filings in MTB
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $75,687 | 318 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $60,362 | 292 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $36,266 | 180 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $34,781 | 176 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $34,336 | 177 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $38,252 | 214 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $43,242 | 230 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $42,748 | 240 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $36,931 | 244 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $34,469 | 237 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $34,407 | 251 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $49,694 | 393 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $35,271 | 285 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $40,773 | 341 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $41,777 | 288 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $54,306 | 308 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $49,889 | 313 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $30,510 | 180 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $23,804 | 155 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $25,686 | 172 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $25,283 | 174 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $26,986 | 178 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $63,013 | 495 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $122,387 | 1,329 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $90,973 | 875 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $1,220,991 | 11,805 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||