Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,040,697
+$396,621 QoQ
Shares Held
8,574
+5.1% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#362
of 1,144 holders
Holding Since
Mar 2021
17 quarters on record
Voting authority
Sole 17%
Shared 0%
None 83%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026IFG Advisory, LLC holds $31,136,317 across 46 Banks - Regional names. MTB ranks #5 (6.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CBSH |
Commerce Bancshares Inc /Mo/
|
114,043 | $6,585,983 | |
| 2 | FITB |
Fifth Third Bancorp
|
57,629 | $3,248,546 | |
| 3 | WABC |
Westamerica Bancorporation
|
37,972 | $2,227,817 | |
| 4 | TFC |
Truist Financial Corp
|
43,819 | $2,183,062 | |
| 5 | MTB |
M&T Bank Corp
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|
8,574 | $2,040,697 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
7,573 | $1,864,624 | |
| 7 | RF |
Regions Financial Corp
|
56,474 | $1,705,514 | |
| 8 | SRCE |
1St Source Corp
|
15,592 | $1,271,995 |
All Filings in MTB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,040,697 | 8,574 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $1,644,076 | 8,160 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,605,662 | 8,125 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,196,530 | 6,168 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,115,400 | 6,240 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,093,842 | 5,818 | Shares | Sole | 2025-02-14 | |
| 2024-06-30 | $852,308 | 5,631 | Shares | Sole | 2024-07-30 | |
| 2023-12-31 | $592,048 | 4,319 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $482,280 | 3,814 | Shares | Sole | 2023-11-13 | |
| 2023-03-31 | $463,812 | 3,879 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $562,687 | 3,879 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $690,821 | 3,918 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $632,459 | 3,968 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $672,576 | 3,968 | Shares | Sole | 2022-05-04 | |
| 2021-09-30 | $485,205 | 3,249 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $470,513 | 3,238 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $212,557 | 1,402 | Shares | Sole | 2021-04-19 | |
| No filing history on record for this holder in this stock. | ||||||