Position in MTB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,155,178
+$3,930,012 QoQ
Shares Held
17,458
+25.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#276
of 1,144 holders
Holding Since
Dec 2020
21 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NewEdge Advisors, LLC holds $138,574,883 across 115 Banks - Regional names. MTB ranks #10 (3.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
74,358 | $18,308,426 | |
| 2 | TFC |
Truist Financial Corp
|
253,065 | $12,607,698 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
160,994 | $11,280,849 | |
| 4 | RF |
Regions Financial Corp
|
314,859 | $9,508,741 | |
| 5 | USB |
US Bancorp De
|
115,430 | $6,971,972 | |
| 6 | FHN |
First Horizon Corp
|
240,924 | $6,177,291 | |
| 7 | FITB |
Fifth Third Bancorp
|
105,051 | $5,921,724 | |
| 8 | FBP |
First Bancorp /Pr/
|
205,731 | $5,363,407 |
All Filings in MTB
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,155,178 | 17,458 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $225,166 | 13,896 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $3,102,187 | 15,397 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $3,076,152 | 15,566 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $2,913,535 | 15,019 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,540,216 | 14,211 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,684,218 | 14,277 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,965,876 | 16,651 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,294,314 | 15,158 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $2,050,122 | 14,096 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $2,040,572 | 14,886 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $1,276,133 | 10,092 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1,252,451 | 10,120 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,027,106 | 8,590 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,484,398 | 10,233 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,573,656 | 8,925 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,297,593 | 8,141 | Shares | Sole | 2022-08-09 | |
| 2021-09-30 | $333,774 | 2,235 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $333,486 | 2,295 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,251,388 | 8,254 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $215,391 | 1,692 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||