Position in MTB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$2,198,974
+$418,702 QoQ
Shares Held
9,239
+7.3% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#353
of 1,144 holders
Holding Since
Mar 2022
18 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, 2026Sequoia Financial Advisors, LLC holds $135,252,446 across 127 Banks - Regional names. MTB ranks #18 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
638,779 | $11,325,551 | |
| 2 | USB |
US Bancorp \De\
|
162,867 | $9,837,166 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
99,262 | $6,867,937 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
24,717 | $6,085,819 | |
| 5 | WAL |
Western Alliance Bancorporation
|
65,552 | $5,388,374 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
58,388 | $4,091,247 | |
| 7 | TFC |
Truist Financial Corp
|
73,813 | $3,677,363 | |
| 8 | IBN |
Icici Bank Ltd
|
107,529 | $3,121,566 |
All Filings in MTB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,198,974 | 9,239 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $1,780,272 | 8,612 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $1,716,408 | 8,519 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,266,941 | 6,411 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,135,229 | 5,852 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $813,848 | 4,553 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $888,911 | 4,728 | Shares | Sole | 2025-08-08 | |
| 2024-09-30 | $872,253 | 4,897 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $512,202 | 3,384 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $504,531 | 3,469 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $6,569,284 | 47,923 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $6,438,707 | 50,919 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,957,168 | 56,215 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $6,719,714 | 56,199 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $7,265,185 | 50,084 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $6,015,685 | 34,118 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $4,779,946 | 29,989 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $3,770,697 | 22,246 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||