Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$746,399
+$83,448 QoQ
Shares Held
3,136
-2.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#548
of 1,144 holders
Holding Since
Sep 2022
14 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, 2026Mutual Advisors, LLC holds $46,244,904 across 22 Banks - Regional names. MTB ranks #9 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
492,733 | $28,455,330 | |
| 2 | USB |
US Bancorp De
|
71,859 | $4,340,283 | |
| 3 | TFC |
Truist Financial Corp
|
38,668 | $1,926,439 | |
| 4 | EFSC |
Enterprise Financial Services Corp
|
24,132 | $1,589,816 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
85,805 | $1,521,322 | |
| 6 | BUSE |
First Busey Corp /Nv/
|
27,562 | $813,079 | |
| 7 | BSRR |
Sierra Bancorp
|
18,951 | $772,442 | |
| 8 | WTBA |
West Bancorporation Inc
|
28,285 | $750,401 |
All Filings in MTB
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $746,399 | 3,136 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $662,951 | 3,207 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $828,687 | 4,113 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $817,949 | 4,139 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $857,047 | 4,418 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $813,312 | 4,550 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $763,696 | 4,062 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $738,485 | 4,146 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $632,382 | 4,178 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $654,189 | 4,498 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $321,178 | 2,343 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $297,157 | 2,350 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $296,528 | 2,396 | Shares | Sole | 2023-07-31 | |
| 2022-09-30 | $224,279 | 1,272 | Shares | Sole | 2022-11-03 | |
| No filing history on record for this holder in this stock. | ||||||