Position in MTB
as of Mar 31, 2026
· filed May 1, 2026
Position Value
$1,028,432
+$171,337 QoQ
Shares Held
4,975
+16.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Wealthspire Advisors, LLC holds $28,047,613 across 21 Banks - Regional names. MTB ranks #8 (3.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBNK |
Capital Bancorp Inc
|
295,417 | $8,785,701 | |
| 2 | UBSI |
United Bankshares Inc/Wv
|
104,053 | $4,309,875 | |
| 3 | AUB |
Atlantic Union Bankshares Corp
|
60,575 | $2,164,950 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
9,183 | $1,910,890 | |
| 5 | USB |
US Bancorp De
|
26,489 | $1,377,692 | |
| 6 | JMSB |
John Marshall Bancorp, Inc.
|
64,141 | $1,300,779 | |
| 7 | TFC |
Truist Financial Corp
|
23,056 | $1,059,884 | |
| 8 | MTB |
M&T Bank Corp
This page
|
4,975 | $1,028,432 |
All Filings in MTB
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,028,432 | 4,975 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $857,095 | 4,254 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $553,731 | 2,802 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $579,060 | 2,985 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $516,230 | 2,888 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $568,166 | 3,022 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $443,518 | 2,490 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $482,535 | 3,188 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $605,757 | 4,165 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $568,882 | 4,150 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $520,721 | 4,118 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $504,569 | 4,077 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $523,597 | 4,379 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $672,788 | 4,638 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $971,875 | 5,512 | Shares | Sole | 2022-11-14 | |
| 2021-09-30 | $210,270 | 1,408 | Shares | Sole | 2021-11-15 | |
| 2021-03-31 | $540,641 | 3,566 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $343,455 | 2,698 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||