Position in MTB
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$539,092
+$79,762 QoQ
Shares Held
2,265
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#620
of 1,144 holders
Holding Since
Dec 2020
16 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, 2026Independent Advisor Alliance holds $292,642,444 across 29 Banks - Regional names. MTB ranks #16 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ABCB |
Ameris Bancorp
|
2,647,824 | $238,992,593 | |
| 2 | TFC |
Truist Financial Corp
|
349,770 | $17,425,541 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
33,116 | $8,153,821 | |
| 4 | USB |
US Bancorp De
|
86,109 | $5,200,983 | |
| 5 | FCCO |
First Community Corp /Sc/
|
106,941 | $3,494,831 | |
| 6 | SSB |
SouthState Bank Corp
|
27,208 | $2,718,079 | |
| 7 | CCBG |
Capital City Bank Group Inc
|
50,933 | $2,517,108 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,137 | $2,365,858 |
All Filings in MTB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $539,092 | 2,265 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $459,330 | 2,222 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $428,950 | 2,129 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $414,605 | 2,098 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $399,619 | 2,060 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $362,683 | 2,029 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $390,496 | 2,077 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $284,813 | 1,599 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $263,668 | 1,742 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $252,920 | 1,739 | Shares | Sole | 2024-05-08 | |
| 2022-09-30 | $248,611 | 1,410 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $232,550 | 1,459 | Shares | Sole | 2022-08-04 | |
| 2021-09-30 | $562,414 | 3,766 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $433,459 | 2,983 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $488,335 | 3,221 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $394,120 | 3,096 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||