Position in MTB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,096,036
+$139,956 QoQ
Shares Held
4,605
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#469
of 1,144 holders
Holding Since
Mar 2020
24 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, 2026RKL Wealth Management LLC holds $8,210,498 across 9 Banks - Regional names. MTB ranks #4 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPB |
Mid Penn Bancorp Inc
|
55,230 | $1,924,213 | |
| 2 | FULT |
Fulton Financial Corp
|
50,235 | $1,215,184 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,631 | $1,140,244 | |
| 4 | MTB |
M&T Bank Corp
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|
4,605 | $1,096,036 | |
| 5 | ACNB |
Acnb Corp
|
13,441 | $798,126 | |
| 6 | TFC |
Truist Financial Corp
|
14,955 | $745,058 | |
| 7 | FRAF |
Franklin Financial Services Corp /Pa/
|
9,246 | $578,799 | |
| 8 | ORRF |
Orrstown Financial Services Inc
|
12,666 | $517,152 |
All Filings in MTB
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,096,036 | 4,605 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $956,080 | 4,625 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $929,225 | 4,612 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $908,656 | 4,598 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $889,444 | 4,585 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $817,245 | 4,572 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $857,137 | 4,559 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $810,446 | 4,550 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $687,174 | 4,540 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $657,097 | 4,518 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $619,738 | 4,521 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $434,988 | 3,440 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $436,006 | 3,523 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $402,113 | 3,363 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $487,981 | 3,364 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $683,768 | 3,878 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $616,201 | 3,866 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $655,287 | 3,866 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $328,996 | 2,203 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $320,117 | 2,203 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $333,996 | 2,203 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $280,441 | 2,203 | Shares | Sole | 2021-02-11 | |
| 2020-06-30 | $287,892 | 2,769 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $286,397 | 2,769 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||