Position in MTB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$682,136
+$104,561 QoQ
Shares Held
2,866
+2.6% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#566
of 1,144 holders
Holding Since
Jun 2022
17 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, 2026Legacy Financial Advisors, Inc. holds $16,280,877 across 14 Banks - Regional names. MTB ranks #8 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
16,248 | $4,000,582 | |
| 2 | FITB |
Fifth Third Bancorp
|
61,376 | $3,459,765 | |
| 3 | USB |
US Bancorp De
|
36,474 | $2,203,029 | |
| 4 | FFBC |
First Financial Bancorp /Oh/
|
45,933 | $1,553,913 | |
| 5 | TFC |
Truist Financial Corp
|
20,204 | $1,006,563 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
479 | $996,698 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
39,011 | $691,665 | |
| 8 | MTB |
M&T Bank Corp
This page
|
2,866 | $682,136 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $682,136 | 2,866 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $577,575 | 2,794 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $561,121 | 2,785 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $556,497 | 2,816 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $514,267 | 2,651 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $476,011 | 2,663 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $493,902 | 2,627 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $463,468 | 2,602 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,702 | 2,502 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $360,109 | 2,476 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $342,974 | 2,502 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $307,526 | 2,432 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $289,845 | 2,342 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $299,522 | 2,505 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $319,422 | 2,202 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $392,840 | 2,228 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $352,570 | 2,212 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||