Position in MTB
as of Mar 31, 2026
· filed Apr 10, 2026
Position Value
$980,266
+$58,495 QoQ
Shares Held
4,742
+3.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Pure Financial Advisors, LLC holds $6,014,758 across 11 Banks - Regional names. MTB ranks #3 (16.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MVBF |
Mvb Financial Corp
|
84,824 | $2,106,179 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
5,018 | $1,044,195 | |
| 3 | MTB |
M&T Bank Corp
This page
|
4,742 | $980,266 | |
| 4 | USB |
US Bancorp De
|
10,924 | $568,157 | |
| 5 | EFSC |
Enterprise Financial Services Corp
|
6,134 | $331,910 | |
| 6 | WTFC |
Wintrust Financial Corp
|
2,268 | $315,115 | |
| 7 | NWG |
NatWest Group plc
|
16,468 | $245,373 | |
| 8 | TFC |
Truist Financial Corp
|
4,421 | $203,233 |
All Filings in MTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||