Merit Financial Group, LLC

Position in MTB — M&T Bank Corp

CIK 1621225 ALPHARETTA, GA

Position in MTB

as of Mar 31, 2026 · filed Apr 15, 2026 Compact

Position Value

$1,808,591

+$331,745 QoQ

Shares Held

8,749

+19.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

11 quarters on record

Voting authority Sole 0.05714938850154304.ToString("F0")% Shared 0.ToString("F0")% None 99.94285061149846.ToString("F0")%

Financial Services · as of Mar 31, 2026

Merit Financial Group, LLC holds $85,798,763 across 55 Banks - Regional names. MTB ranks #8 (2.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BFC	Bank First Corp	176,727	$23,868,747
2	PNC	Pnc Financial Services Group, Inc.	56,882	$11,836,573
3	NIC	Nicolet Bankshares Inc	47,032	$6,989,894
4	TFC	Truist Financial Corp	89,184	$4,099,784
5	USB	US Bancorp De	76,643	$3,986,201
6	CFG	Citizens Financial Group Inc/Ri	65,392	$3,921,554
7	KEY	Keycorp /New/	112,638	$2,258,389
8	MTB	M&T Bank Corp This page	8,749	$1,808,591

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,808,591	8,749	+19.4%	Shares	Other	2026-04-15
2025-12-31	$1,476,846	7,330	+19.5%	Shares	Other	2026-01-26
2025-09-30	$1,212,200	6,134	+3.3%	Shares	Other	2025-11-07
2025-06-30	$1,151,524	5,936	+73.1%	Shares	Sole	2025-07-22
2025-03-31	$613,112	3,430	+81.6%	Shares	Sole	2025-04-09
2024-12-31	$355,150	1,889	+46.0%	Shares	Sole	2025-01-15
2024-09-30	$230,487	1,294	-11.9%	Shares	Sole	2024-10-17
2024-06-30	$222,196	1,468	-11.3%	Shares	Sole	2024-08-13
2024-03-31	$240,703	1,655	+13.1%	Shares	Sole	2024-05-06
2023-12-31	$200,548	1,463	-18.5%	Shares	Sole	2024-02-06
2023-06-30	$222,272	1,796	—	Shares	Sole	2023-08-01
No filing history on record for this holder in this stock.