Position in MTB
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,120,551
+$140,285 QoQ
Shares Held
4,708
-0.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#464
of 1,150 holders
Holding Since
Dec 2023
11 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, 2026Pure Financial Advisors, LLC holds $80,606,777 across 11 Banks - Regional names. MTB ranks #4 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CASH |
Pathward Financial, Inc.
|
0 | $73,076,146 | |
| 2 | MVBF |
Mvb Financial Corp
|
84,824 | $2,460,744 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,522 | $1,359,626 | |
| 4 | MTB |
M&T Bank Corp
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|
4,708 | $1,120,551 | |
| 5 | USB |
US Bancorp De
|
12,604 | $761,281 | |
| 6 | NWG |
NatWest Group plc
|
23,593 | $415,944 | |
| 7 | EFSC |
Enterprise Financial Services Corp
|
6,204 | $408,719 | |
| 8 | WTFC |
Wintrust Financial Corp
|
2,197 | $353,101 |
All Filings in MTB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,120,551 | 4,708 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $980,266 | 4,742 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $921,771 | 4,575 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $873,282 | 4,419 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $847,930 | 4,371 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $758,257 | 4,242 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $792,650 | 4,216 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $751,132 | 4,217 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $637,225 | 4,210 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $611,284 | 4,203 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $581,493 | 4,242 | Shares | Sole | 2024-01-08 | |
| No filing history on record for this holder in this stock. | ||||||