Position in MTB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,975,006
+$245,794 QoQ
Shares Held
8,298
-0.8% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#365
of 1,144 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFP Advisors, Inc holds $22,346,713 across 256 Banks - Regional names. MTB ranks #2 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
14,200 | $3,496,324 | |
| 2 | MTB |
M&T Bank Corp
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|
8,298 | $1,975,006 | |
| 3 | USB |
US Bancorp \De\
|
30,443 | $1,838,757 | |
| 4 | PGC |
Peapack Gladstone Financial Corp
|
26,547 | $1,256,469 | |
| 5 | NBTB |
Nbt Bancorp Inc
|
25,034 | $1,235,928 | |
| 6 | WSBC |
Wesbanco Inc
|
25,294 | $987,224 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
9,945 | $696,846 | |
| 8 | NU |
Nu Holdings Ltd.
|
42,950 | $573,812 |
All Filings in MTB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,975,006 | 8,298 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $1,729,212 | 8,365 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,510,495 | 7,497 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,475,233 | 7,465 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $1,330,965 | 6,861 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,333,832 | 7,462 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,416,843 | 7,536 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $78,016 | 438 | Shares | Sole | 2025-02-04 | |
| 2024-06-30 | $440,306 | 2,909 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $379,016 | 2,606 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $309,937 | 2,261 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $277,051 | 2,191 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $269,054 | 2,174 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $275,489 | 2,304 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $1,668 | 9,462 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,673,629 | 9,492 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,501,931 | 9,423 | Shares | Sole | 2022-09-06 | |
| 2022-03-31 | $13,729 | 81 | Shares | Sole | 2022-08-08 | |
| 2021-09-30 | $13,440 | 90 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $9,299 | 64 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $16,525 | 109 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $13,875 | 109 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $10,406 | 113 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $13,724 | 132 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $5,378 | 52 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||