Position in MTB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,629,651
+$308,715 QoQ
Shares Held
6,847
+7.2% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#402
of 1,144 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Advisory Services Network, LLC holds $36,045,948 across 30 Banks - Regional names. MTB ranks #8 (4.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
161,106 | $8,026,293 | |
| 2 | USB |
US Bancorp \De\
|
54,304 | $3,279,957 | |
| 3 | RF |
Regions Financial Corp
|
94,241 | $2,846,075 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
11,036 | $2,717,275 | |
| 5 | FITB |
Fifth Third Bancorp
|
45,526 | $2,566,296 | |
| 6 | NU |
Nu Holdings Ltd.
|
174,721 | $2,334,271 | |
| 7 | KEY |
Keycorp /New/
|
72,811 | $1,678,289 | |
| 8 | MTB |
M&T Bank Corp
This page
|
6,847 | $1,629,651 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,629,651 | 6,847 | Shares | Other | 2026-08-12 | |
| 2026-03-31 | $1,320,936 | 6,390 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,197,593 | 5,944 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $433,180 | 2,192 | Shares | Sole | 2025-11-18 | |
| 2025-06-30 | $259,749 | 1,339 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $849,596 | 4,753 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $856,196 | 4,554 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,628,548 | 9,143 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $1,383,882 | 9,143 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,134,867 | 7,803 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $219,600 | 1,602 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $199,536 | 1,578 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $486,127 | 3,928 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $1,668,955 | 13,958 | Shares | Sole | 2023-05-17 | |
| 2022-12-31 | $2,087,267 | 14,389 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $2,435,155 | 13,811 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,164,196 | 13,578 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,381,086 | 8,148 | Shares | Sole | 2022-05-23 | |
| 2021-09-30 | $969,514 | 6,492 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $948,872 | 6,530 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $894,498 | 5,900 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $748,395 | 5,879 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $793,538 | 8,617 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $909,215 | 8,745 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $579,000 | 5,598 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||