BEACON INVESTMENT ADVISORY SERVICES, INC.
Position in MTB — M&T Bank Corp
CIK 1654599
MORRISTOWN, NJ
Position in MTB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,258,358
+$257,214 QoQ
Shares Held
5,287
+9.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#14
of 72 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 92.26404388121809.ToString("F0")%
Shared 0.ToString("F0")%
None 7.735956118781918.ToString("F0")%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BEACON INVESTMENT ADVISORY SERVICES, INC. holds $6,136,916 across 18 Banks - Regional names. MTB ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFS |
Provident Financial Services Inc
|
130,643 | $3,088,400 | |
| 2 | MTB |
M&T Bank Corp
This page
|
5,287 | $1,258,358 | |
| 3 | ZION |
Zions Bancorporation, National Association /Ut/
|
12,895 | $892,205 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
13,338 | $236,482 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
3,060 | $214,414 | |
| 6 | UCB |
United Community Banks Inc
|
3,334 | $116,990 | |
| 7 | TFC |
Truist Financial Corp
|
1,470 | $73,235 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
215 | $52,937 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,258,358 | 5,287 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,001,144 | 4,843 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $860,521 | 4,271 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $813,008 | 4,114 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $538,516 | 2,776 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $494,780 | 2,768 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $520,411 | 2,768 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $507,820 | 2,851 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $411,850 | 2,721 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $395,742 | 2,721 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $372,994 | 2,721 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $252,647 | 1,998 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $247,272 | 1,998 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $240,455 | 2,011 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $300,564 | 2,072 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $365,335 | 2,072 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $332,646 | 2,087 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||