Position in MTB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,878,608
+$420,994 QoQ
Shares Held
24,699
-6.4% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#237
of 1,144 holders
Holding Since
Mar 2020
25 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, 2026Allworth Financial LP holds $72,648,702 across 269 Banks - Regional names. MTB ranks #6 (8.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
229,948 | $11,456,009 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
29,556 | $7,277,278 | |
| 3 | TCBK |
Trico Bancshares /
|
129,979 | $6,999,369 | |
| 4 | COLB |
Columbia Banking System, Inc.
|
204,688 | $6,560,250 | |
| 5 | USB |
US Bancorp \De\
|
107,349 | $6,483,879 | |
| 6 | MTB |
M&T Bank Corp
This page
|
24,699 | $5,878,608 | |
| 7 | CBC |
Central Bancompany, Inc.
|
162,310 | $4,930,977 | |
| 8 | FITB |
Fifth Third Bancorp
|
32,846 | $1,851,529 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,878,608 | 24,699 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,457,614 | 26,401 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,034,985 | 24,990 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,923,899 | 24,916 | Shares | Sole | 2025-12-02 | |
| 2025-06-30 | $4,797,566 | 24,731 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,307,232 | 18,502 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $3,509,206 | 18,665 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $224,431 | 1,260 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $177,696 | 1,174 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $160,129 | 1,101 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $144,619 | 1,055 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $128,726 | 1,018 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $131,061 | 1,059 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $127,222 | 1,064 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $161,596 | 1,114 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $199,594 | 1,132 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $159,868 | 1,003 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $148,482 | 876 | Shares | Sole | 2022-04-22 | |
| 2021-09-30 | $106,628 | 714 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $12,206 | 84 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $12,735 | 84 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $10,693 | 84 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $7,735 | 84 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $13,724 | 132 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $13,652 | 132 | Shares | Sole | 2020-04-17 | |
| No filing history on record for this holder in this stock. | ||||||