Position in MTB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,547,065
+$203,385 QoQ
Shares Held
6,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#73
of 315 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Waldron Private Wealth LLC holds $47,529,323 across 13 Banks - Regional names. MTB ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,140,201 | $23,180,286 | |
| 2 | CBU |
Community Financial System, Inc.
|
122,062 | $8,192,801 | |
| 3 | STBA |
S&T Bancorp Inc
|
123,942 | $6,083,073 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
72,399 | $3,318,046 | |
| 5 | CBFV |
CB Financial Services, Inc.
|
60,306 | $2,285,597 | |
| 6 | MTB |
M&T Bank Corp
This page
|
6,500 | $1,547,065 | |
| 7 | TMP |
Tompkins Financial Corp
|
8,841 | $835,651 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
3,014 | $742,107 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,547,065 | 6,500 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,343,680 | 6,500 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,615,466 | 8,018 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,584,517 | 8,018 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,555,411 | 8,018 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $1,433,217 | 8,018 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,561,610 | 8,306 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,479,464 | 8,306 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,293,371 | 8,545 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,235,367 | 8,494 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,142,973 | 8,338 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $1,089,872 | 8,619 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $1,066,439 | 8,617 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $985,854 | 8,245 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $1,206,464 | 8,317 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,466,453 | 8,317 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,321,502 | 8,291 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $1,391,256 | 8,208 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $1,219,211 | 8,164 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,182,242 | 8,136 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $1,233,498 | 8,136 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $1,000,196 | 7,857 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $1,717,938 | 18,655 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,940,807 | 18,667 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $1,930,934 | 18,669 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||