Position in MTB
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$457,455
+$46,496 QoQ
Shares Held
1,922
-3.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#662
of 1,144 holders
Holding Since
Jun 2022
17 quarters on record
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026KESTRA PRIVATE WEALTH SERVICES, LLC holds $40,638,321 across 34 Banks - Regional names. MTB ranks #22 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
26,595 | $6,548,220 | |
| 2 | TFC |
Truist Financial Corp
|
100,905 | $5,027,087 | |
| 3 | RF |
Regions Financial Corp
|
165,460 | $4,996,892 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
141,420 | $2,507,376 | |
| 5 | HDB |
Hdfc Bank Ltd
|
72,892 | $1,882,800 | |
| 6 | UBSI |
United Bankshares Inc/Wv
|
32,155 | $1,473,663 | |
| 7 | RNST |
Renasant Corp
|
33,302 | $1,416,667 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
19,376 | $1,340,625 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,455 | 1,922 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $410,959 | 1,988 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $456,956 | 2,268 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $360,854 | 1,826 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $357,911 | 1,845 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $303,696 | 1,699 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $461,376 | 2,454 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $252,039 | 1,415 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $325,575 | 2,151 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $331,021 | 2,276 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $1,383,822 | 10,095 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $2,663,289 | 21,062 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $2,460,225 | 19,879 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $2,139,226 | 17,891 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,906,523 | 13,143 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $2,657,495 | 15,072 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,230,663 | 13,995 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||