Position in MTB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$5,474
+$720 QoQ
Shares Held
23
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,058
of 1,144 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Jackson, Grant Investment Advisers, Inc. holds $232,340 across 7 Banks - Regional names. MTB ranks #5 (2.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
1,600 | $96,640 | |
| 2 | KEY |
Keycorp /New/
|
3,007 | $69,311 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
190 | $46,781 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
112 | $7,847 | |
| 5 | MTB |
M&T Bank Corp
This page
|
23 | $5,474 | |
| 6 | IBN |
Icici Bank Ltd
|
125 | $3,628 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
150 | $2,659 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,474 | 23 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $4,754 | 23 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,634 | 23 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $4,545 | 23 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $4,461 | 23 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $4,111 | 23 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $4,324 | 23 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $4,096 | 23 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,481 | 23 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $3,345 | 23 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $77,861 | 568 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $81,180 | 642 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $79,453 | 642 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $76,046 | 636 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $88,196 | 608 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $106,320 | 603 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $95,634 | 600 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $12,543 | 74 | Shares | Sole | 2022-04-28 | |
| 2021-09-30 | $11,051 | 74 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $10,752 | 74 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $11,219 | 74 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $9,420 | 74 | Shares | Sole | 2021-03-03 | |
| 2020-09-30 | $6,814 | 74 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $7,693 | 74 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $7,653 | 74 | Shares | Sole | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||