Position in MTB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$832,558
+$156,998 QoQ
Shares Held
3,498
+7.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#530
of 1,144 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 30%
Shared 0%
None 70%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $24,594,658 across 13 Banks - Regional names. MTB ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SYBT |
Stock Yards Bancorp, Inc.
|
160,054 | $12,239,329 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
38,577 | $2,703,090 | |
| 3 | FITB |
Fifth Third Bancorp
|
35,148 | $1,981,292 | |
| 4 | TFC |
Truist Financial Corp
|
35,390 | $1,763,129 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
6,879 | $1,693,747 | |
| 6 | CFR |
Cullen/Frost Bankers, Inc.
|
5,427 | $838,580 | |
| 7 | MTB |
M&T Bank Corp
This page
|
3,498 | $832,558 | |
| 8 | RF |
Regions Financial Corp
|
19,542 | $590,168 |
All Filings in MTB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832,558 | 3,498 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $675,560 | 3,268 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $618,946 | 3,072 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $545,233 | 2,759 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $478,767 | 2,468 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $366,080 | 2,048 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $335,785 | 1,786 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $306,366 | 1,720 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $296,211 | 1,957 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||