Position in MTB
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$317,267
+$43,777 QoQ
Shares Held
1,333
+0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#749
of 1,144 holders
Holding Since
Mar 2020
9 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, 2026Valeo Financial Advisors, LLC holds $28,261,361 across 24 Banks - Regional names. MTB ranks #19 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MBIN |
Merchants Bancorp
|
226,998 | $11,349,900 | |
| 2 | TCBX |
Third Coast Bancshares, Inc.
|
78,616 | $3,176,086 | |
| 3 | THFF |
First Financial Corp /In/
|
22,277 | $1,725,130 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
6,146 | $1,513,268 | |
| 5 | USB |
US Bancorp \De\
|
20,006 | $1,208,362 | |
| 6 | GABC |
German American Bancorp, Inc.
|
19,877 | $943,362 | |
| 7 | TFC |
Truist Financial Corp
|
16,883 | $841,111 | |
| 8 | FITB |
Fifth Third Bancorp
|
14,502 | $817,477 |
All Filings in MTB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,267 | 1,333 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $273,490 | 1,323 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $424,518 | 2,107 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $394,449 | 1,996 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $448,310 | 2,311 | Shares | Sole | 2025-09-12 | |
| 2025-03-31 | $303,517 | 1,698 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $296,679 | 1,578 | Shares | Sole | 2025-01-30 | |
| 2020-06-30 | $9,357 | 90 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $1,654 | 16 | Shares | Sole | 2020-04-13 | |
| No filing history on record for this holder in this stock. | ||||||