Position in MTB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$644,769
+$134,585 QoQ
Shares Held
2,709
+9.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#576
of 1,144 holders
Holding Since
Jun 2022
17 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, 2026OneDigital Investment Advisors LLC holds $24,032,590 across 36 Banks - Regional names. MTB ranks #11 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
122,054 | $6,080,730 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
6,269 | $1,543,553 | |
| 3 | FITB |
Fifth Third Bancorp
|
23,371 | $1,317,423 | |
| 4 | USB |
US Bancorp De
|
18,974 | $1,146,029 | |
| 5 | FHB |
First Hawaiian, Inc.
|
33,441 | $979,821 | |
| 6 | IBN |
Icici Bank Ltd
|
30,116 | $874,267 | |
| 7 | NU |
Nu Holdings Ltd.
|
57,547 | $768,827 | |
| 8 | WTFC |
Wintrust Financial Corp
|
4,643 | $746,222 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,769 | 2,709 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $510,184 | 2,468 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $602,626 | 2,991 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $663,805 | 3,359 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $668,489 | 3,446 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $613,827 | 3,434 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $596,931 | 3,175 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $718,357 | 4,033 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $630,565 | 4,166 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,123,669 | 7,726 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,032,075 | 7,529 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $728,225 | 5,759 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $377,963 | 3,054 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $721,485 | 6,034 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $858,900 | 5,921 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $993,563 | 5,635 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $633,256 | 3,973 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||