IBEX WEALTH ADVISORS

Position in MTB — M&T Bank Corp

CIK 1686242 BEDMINSTER, NJ

Position in MTB

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$593,493

+$26,126 QoQ

Shares Held

2,871

0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2021

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $10,179,345 across 4 Banks - Regional names. MTB ranks #2 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TFC	Truist Financial Corp	193,653	$8,902,228
2	MTB	M&T Bank Corp This page	2,871	$593,493
3	FITB	Fifth Third Bancorp	11,815	$548,924
4	BCBP	Bcb Bancorp Inc	15,000	$134,700

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$593,493	2,871	0.0%	Shares	Sole	2026-04-30
2025-09-30	$567,367	2,871	0.0%	Shares	Sole	2025-11-12
2025-06-30	$556,945	2,871	-7.7%	Shares	Sole	2025-08-07
2024-12-31	$584,899	3,111	-16.9%	Shares	Sole	2025-01-23
2024-06-30	$566,389	3,742	-1.1%	Shares	Sole	2024-08-06
2024-03-31	$550,199	3,783	+94475.0%	Shares	Sole	2024-04-18
2023-12-31	$548	4	-99.9%	Shares	Sole	2024-01-29
2023-09-30	$478,360	3,783	0.0%	Shares	Sole	2023-11-07
2023-03-31	$452,333	3,783	0.0%	Shares	Sole	2023-05-15
2022-12-31	$548,761	3,783	+90.6%	Shares	Sole	2023-02-06
2022-09-30	$349,995	1,985	0.0%	Shares	Sole	2022-10-31
2022-06-30	$316,389	1,985	0.0%	Shares	Sole	2022-08-16
2022-03-31	$336,457	1,985	0.0%	Shares	Sole	2022-05-16
2021-09-30	$296,439	1,985	0.0%	Shares	Sole	2021-11-12
2021-06-30	$288,440	1,985	—	Shares	Sole	2021-08-20
No filing history on record for this holder in this stock.