Position in MTB
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$260,144
+$28,411 QoQ
Shares Held
1,093
-2.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#136
of 204 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, 2026JFS WEALTH ADVISORS, LLC holds $6,216,757 across 117 Banks - Regional names. MTB ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,119 | $2,491,500 | |
| 2 | FNB |
Fnb Corp/Pa/
|
51,911 | $990,461 | |
| 3 | USB |
US Bancorp De
|
12,220 | $738,088 | |
| 4 | FITB |
Fifth Third Bancorp
|
10,365 | $584,275 | |
| 5 | MTB |
M&T Bank Corp
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|
1,093 | $260,144 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
8,555 | $151,680 | |
| 7 | CHMG |
Chemung Financial Corp
|
1,800 | $134,244 | |
| 8 | IBN |
Icici Bank Ltd
|
2,249 | $65,288 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $260,144 | 1,093 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $231,733 | 1,121 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $224,045 | 1,112 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $213,824 | 1,082 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $210,479 | 1,085 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $189,832 | 1,062 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $196,094 | 1,043 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $182,751 | 1,026 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $154,084 | 1,018 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $146,894 | 1,010 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $139,547 | 1,018 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $129,737 | 1,026 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $125,740 | 1,016 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $122,917 | 1,028 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $147,816 | 1,019 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $181,256 | 1,028 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $162,577 | 1,020 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $172,551 | 1,018 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $135,899 | 910 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $152,866 | 1,052 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $159,342 | 1,051 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $133,665 | 1,050 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $96,602 | 1,049 | Shares | Sole | 2020-10-28 | |
| 2020-06-30 | $94,404 | 908 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $93,914 | 908 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||