Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$347,494
+$342,230 QoQ
Shares Held
1,460
+5114.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#727
of 1,144 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Heritage Wealth Advisors holds $5,082,554 across 15 Banks - Regional names. MTB ranks #6 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
36,126 | $1,799,797 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
21,268 | $899,849 | |
| 3 | UBSI |
United Bankshares Inc/Wv
|
13,344 | $611,555 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,916 | $471,757 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
5,850 | $409,909 | |
| 6 | MTB |
M&T Bank Corp
This page
|
1,460 | $347,494 | |
| 7 | BRBS |
Blue Ridge Bankshares, Inc.
|
72,588 | $256,235 | |
| 8 | RF |
Regions Financial Corp
|
3,437 | $103,797 |
All Filings in MTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $347,494 | 1,460 | Shares | Sole | 2026-08-14 | |
| 2024-12-31 | $5,264 | 28 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,096 | 23 | Shares | Sole | 2024-11-12 | |
| No filing history on record for this holder in this stock. | ||||||