Position in MTB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$466,023
-$41,888 QoQ
Shares Held
1,958
-20.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#658
of 1,144 holders
Holding Since
Dec 2023
11 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, 2026Plancorp, LLC holds $12,610,712 across 7 Banks - Regional names. MTB ranks #4 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EFSC |
Enterprise Financial Services Corp
|
87,704 | $5,777,939 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
54,237 | $3,132,186 | |
| 3 | USB |
US Bancorp \De\
|
41,705 | $2,518,982 | |
| 4 | MTB |
M&T Bank Corp
This page
|
1,958 | $466,023 | |
| 5 | RF |
Regions Financial Corp
|
8,554 | $258,330 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,002 | $246,712 | |
| 7 | BOTJ |
Bank Of The James Financial Group Inc
|
8,250 | $210,540 |
All Filings in MTB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $466,023 | 1,958 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $507,911 | 2,457 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $493,827 | 2,451 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $484,761 | 2,453 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $475,663 | 2,452 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $435,435 | 2,436 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $454,044 | 2,415 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $425,528 | 2,389 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $359,782 | 2,377 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $342,220 | 2,353 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $319,670 | 2,332 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||