EXENCIAL WEALTH ADVISORS, LLC

Position in MTB — M&T Bank Corp

CIK 1576151 OKLAHOMA CITY, OK

Position in MTB

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$12,739,740

-$241,616 QoQ

Shares Held

61,628

-4.3% QoQ

Ownership

0.043%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2022

10 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Mar 31, 2026

EXENCIAL WEALTH ADVISORS, LLC holds $18,248,495 across 8 Banks - Regional names. MTB ranks #1 (69.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp This page	61,628	$12,739,740
2	USB	US Bancorp De	29,023	$1,509,486
3	HDB	Hdfc Bank Ltd	52,290	$1,300,975
4	IBOC	International Bancshares Corp	13,102	$881,633
5	FCNCA	First Citizens Bancshares Inc /De/	347	$653,977
6	HBAN	Huntington Bancshares Inc /Md/	28,172	$440,891
7	TFC	Truist Financial Corp	9,300	$427,521
8	CFG	Citizens Financial Group Inc/Ri	4,907	$294,272

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$12,739,740	61,628	-4.3%	Shares	Sole	2026-04-28
2025-12-31	$12,981,356	64,430	+0.1%	Shares	Sole	2026-01-30
2025-09-30	$12,725,739	64,395	+0.0%	Shares	Sole	2025-10-27
2025-06-30	$12,490,434	64,387	-3.6%	Shares	Sole	2025-07-30
2025-03-31	$11,938,355	66,788	+53.5%	Shares	Sole	2025-05-09
2024-12-31	$8,182,759	43,523	+2316.6%	Shares	Sole	2025-02-06
2022-12-31	$261,253	1,801	-95.8%	Shares	Sole	2023-02-14
2022-09-30	$7,593,397	43,066	-1.7%	Shares	Sole	2022-11-08
2022-06-30	$6,980,325	43,794	-6.0%	Shares	Sole	2022-08-11
2022-03-31	$7,896,327	46,586	—	Shares	Sole	2022-05-12
No filing history on record for this holder in this stock.