Position in MTB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$826
-$658,740 QoQ
Shares Held
4
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Strategic Wealth Partners, Ltd. holds $18,285,018 across 20 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,276 | $16,318,476 | |
| 2 | PRK |
Park National Corp /Oh/
|
8,384 | $1,534,188 | |
| 3 | FITB |
Fifth Third Bancorp
|
1,824 | $102,818 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
1,893 | $64,040 | |
| 5 | INDB |
Independent Bank Corp
|
565 | $47,301 | |
| 6 | KEY |
Keycorp /New/
|
1,599 | $36,856 | |
| 7 | USB |
US Bancorp \De\
|
341 | $20,596 | |
| 8 | FCF |
First Commonwealth Financial Corp /Pa/
|
978 | $19,882 |
All Filings in MTB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $826 | 4 | Shares | Sole | 2026-05-12 | |
| 2025-06-30 | $659,566 | 3,400 | Shares | Sole | 2025-08-11 | |
| 2024-12-31 | $488,826 | 2,600 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $516,904 | 2,902 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $454,231 | 3,001 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||