Position in MTB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,252,646
+$48,709 QoQ
Shares Held
5,263
-9.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#446
of 1,144 holders
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 79%
Shared 0%
None 21%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $170,380,706 across 34 Banks - Regional names. MTB ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
127,106 | $31,296,039 | |
| 2 | EFSC |
Enterprise Financial Services Corp
|
238,081 | $15,684,776 | |
| 3 | SBCF |
Seacoast Banking Corp Of Florida
|
447,558 | $14,881,303 | |
| 4 | SYBT |
Stock Yards Bancorp, Inc.
|
190,763 | $14,587,646 | |
| 5 | WTFC |
Wintrust Financial Corp
|
88,690 | $14,254,256 | |
| 6 | GABC |
German American Bancorp, Inc.
|
274,011 | $13,004,562 | |
| 7 | CASH |
Pathward Financial, Inc.
|
145,145 | $12,636,323 | |
| 8 | HOMB |
Home Bancshares Inc
|
386,554 | $11,036,116 |
All Filings in MTB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,252,646 | 5,263 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,203,937 | 5,824 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $869,990 | 4,318 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $863,599 | 4,370 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,111,756 | 5,731 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $711,246 | 3,979 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $765,764 | 4,073 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $369,064 | 2,072 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $296,362 | 1,958 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $268,918 | 1,849 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $209,869 | 1,531 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $207,630 | 1,642 | Shares | Sole | 2023-11-08 | |
| 2022-09-30 | $202,415 | 1,148 | Shares | Sole | 2022-11-02 | |
| No filing history on record for this holder in this stock. | ||||||