Patriot Financial Group Insurance Agency, LLC

Insurance

Position in MTB — M&T Bank Corp

CIK 1694883 Westborough, MA

Position in MTB

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$874,686

-$639,744 QoQ

Shares Held

3,675

-49.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#521

of 1,144 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Patriot Financial Group Insurance Agency, LLC holds $3,702,539 across 4 Banks - Regional names. MTB ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	LYG	Lloyds Banking Group plc	215,474	$1,256,213
2	TFC	Truist Financial Corp	20,970	$1,044,725
3	MTB	M&T Bank Corp This page	3,675	$874,686
4	WBS	Webster Financial Corp	6,895	$526,915

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$874,686	3,675	-49.8%	Shares	Sole	2026-07-16
2026-03-31	$1,514,430	7,326	+100.8%	Shares	Sole	2026-04-22
2025-12-31	$735,200	3,649	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$718,743	3,637	+0.5%	Shares	Sole	2025-10-08
2025-06-30	$702,243	3,620	+0.2%	Shares	Sole	2025-07-21
2025-03-31	$645,645	3,612	-12.3%	Shares	Sole	2025-04-14
2024-12-31	$774,601	4,120	+0.2%	Shares	Sole	2025-01-22
2024-09-30	$732,073	4,110	+1.2%	Shares	Sole	2024-10-24
2024-06-30	$614,521	4,060	+0.9%	Shares	Sole	2024-07-26
2024-03-31	$585,105	4,023	-3.5%	Shares	Sole	2024-04-30
2023-12-31	$571,760	4,171	-3.6%	Shares	Sole	2024-01-19
2023-09-30	$547,275	4,328	-27.8%	Shares	Sole	2023-10-19
2023-06-30	$742,188	5,997	-0.4%	Shares	Sole	2023-07-17
2023-03-31	$720,050	6,022	+0.5%	Shares	Sole	2023-04-20
2022-12-31	$869,634	5,995	+0.5%	Shares	Sole	2023-01-17
2022-09-30	$1,052,101	5,967	+0.1%	Shares	Sole	2022-11-01
2022-06-30	$949,805	5,959	+31263.2%	Shares	Sole	2022-07-29
2021-09-30	$2,837	19	—	Shares	Sole	2021-11-24
No filing history on record for this holder in this stock.