Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$451,504
+$58,323 QoQ
Shares Held
1,897
-0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#666
of 1,144 holders
Holding Since
Jun 2022
10 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waverly Advisors, LLC holds $89,609,336 across 55 Banks - Regional names. MTB ranks #33 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
53,415 | $13,151,841 | |
| 2 | TFC |
Truist Financial Corp
|
205,565 | $10,241,248 | |
| 3 | CATY |
Cathay General Bancorp
|
127,894 | $7,928,149 | |
| 4 | NRIM |
Northrim Bancorp Inc
|
210,662 | $5,843,763 | |
| 5 | FHN |
First Horizon Corp
|
198,859 | $5,098,744 | |
| 6 | USB |
US Bancorp De
|
84,243 | $5,088,277 | |
| 7 | UCB |
United Community Banks Inc
|
112,521 | $3,948,361 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
32,292 | $3,257,616 |
All Filings in MTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $451,504 | 1,897 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $393,181 | 1,902 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $400,944 | 1,990 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $335,953 | 1,700 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $327,454 | 1,688 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $302,623 | 1,693 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $311,908 | 1,659 | Shares | Sole | 2025-02-14 | |
| 2022-12-31 | $223,972 | 1,544 | Shares | Other | 2023-02-15 | |
| 2022-09-30 | $220,752 | 1,252 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $204,975 | 1,286 | Shares | Other | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||