BEACON FINANCIAL GROUP

Position in MTB — M&T Bank Corp

CIK 1591379 DALLAS, TX

Position in MTB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$254,670

+$3,712 QoQ

Shares Held

1,070

-11.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#820

of 1,144 holders

Holding Since

Jun 2021

20 quarters on record

Financial Services · as of Jun 30, 2026

BEACON FINANCIAL GROUP holds $1,756,951 across 5 Banks - Regional names. MTB ranks #5 (14.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FITB	Fifth Third Bancorp	10,335	$582,583
2	PNC	Pnc Financial Services Group, Inc.	1,455	$358,250
3	CFR	Cullen/Frost Bankers, Inc.	1,939	$299,614
4	USB	US Bancorp De	4,335	$261,834
5	MTB	M&T Bank Corp This page	1,070	$254,670

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$254,670	1,070	-11.9%	Shares	Sole	2026-07-16
2026-03-31	$250,958	1,214	+0.6%	Shares	Sole	2026-04-30
2025-12-31	$243,186	1,207	+0.5%	Shares	Sole	2026-04-01
2025-09-30	$237,341	1,201	-0.7%	Shares	Sole	2025-10-08
2025-06-30	$234,727	1,210	-2.4%	Shares	Sole	2025-07-09
2025-03-31	$221,650	1,240	-21.2%	Shares	Sole	2025-04-10
2024-12-31	$295,927	1,574	0.0%	Shares	Sole	2025-01-29
2024-09-30	$280,360	1,574	-10.0%	Shares	Sole	2024-11-12
2024-06-30	$264,577	1,748	+2.6%	Shares	Sole	2024-08-06
2024-03-31	$247,829	1,704	-14.0%	Shares	Sole	2024-05-07
2023-12-31	$271,692	1,982	-0.7%	Shares	Sole	2024-02-23
2023-09-30	$252,267	1,995	-5.4%	Shares	Sole	2023-10-16
2023-06-30	$260,886	2,108	-16.2%	Shares	Sole	2023-07-20
2023-03-31	$300,838	2,516	-30.8%	Shares	Sole	2023-04-14
2022-12-31	$527,583	3,637	-2.3%	Shares	Sole	2023-01-19
2022-09-30	$656,439	3,723	0.0%	Shares	Sole	2022-10-13
2022-06-30	$593,408	3,723	+0.7%	Shares	Sole	2022-07-19
2022-03-31	$626,472	3,696	+7.4%	Shares	Sole	2022-04-08
2021-09-30	$514,028	3,442	+8.9%	Shares	Sole	2021-10-13
2021-06-30	$459,179	3,160	—	Shares	Sole	2021-07-26
No filing history on record for this holder in this stock.