Position in MTB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,103,645
+$201,529 QoQ
Shares Held
4,637
+6.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#468
of 1,144 holders
Holding Since
Jun 2020
18 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, 2026AE Wealth Management LLC holds $207,762,451 across 32 Banks - Regional names. MTB ranks #10 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HBAN |
Huntington Bancshares Inc /Md/
|
1,836,913 | $32,568,433 | |
| 2 | USB |
US Bancorp De
|
528,495 | $31,921,061 | |
| 3 | TFC |
Truist Financial Corp
|
546,432 | $27,223,208 | |
| 4 | RF |
Regions Financial Corp
|
889,195 | $26,853,658 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
372,036 | $26,068,523 | |
| 6 | KEY |
Keycorp /New/
|
1,020,932 | $23,532,453 | |
| 7 | FNB |
Fnb Corp/Pa/
|
1,076,584 | $20,541,190 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
19,543 | $4,811,855 |
All Filings in MTB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,103,645 | 4,637 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $902,116 | 4,364 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $441,235 | 2,190 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $426,652 | 2,159 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $373,617 | 1,926 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $285,815 | 1,599 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $340,106 | 1,809 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $310,103 | 1,741 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $326,481 | 2,157 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $228,048 | 1,568 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,167,510 | 8,517 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $779,564 | 6,165 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $474,990 | 3,838 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $525,151 | 4,392 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $668,291 | 4,607 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,134,971 | 6,437 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $816,873 | 5,125 | Shares | Sole | 2022-08-03 | |
| 2020-06-30 | $895,597 | 8,614 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||