Position in MTB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$23,758,634
+$3,199,090 QoQ
Shares Held
99,822
+0.4% QoQ
Ownership
0.069%
of shares outstanding
% of Portfolio
1.50%
of 13F equity value
Holder Rank
#110
of 1,144 holders
Holding Since
Mar 2022
18 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, 2026Sound Income Strategies, LLC holds $62,812,393 across 6 Banks - Regional names. MTB ranks #1 (37.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
99,822 | $23,758,634 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
298,104 | $20,888,147 | |
| 3 | PFS |
Provident Financial Services Inc
|
569,907 | $13,472,601 | |
| 4 | WSBC |
Wesbanco Inc
|
100,631 | $3,927,627 | |
| 5 | SBCF |
Seacoast Banking Corp Of Florida
|
15,857 | $527,245 | |
| 6 | TFC |
Truist Financial Corp
|
4,780 | $238,139 |
All Filings in MTB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,758,634 | 99,822 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $20,559,544 | 99,456 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $20,192,930 | 100,223 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $19,699,749 | 99,685 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $20,478,942 | 105,567 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $19,969,592 | 111,718 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $20,286,279 | 107,900 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $17,642,251 | 99,047 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $14,203,773 | 93,841 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $12,660,552 | 87,050 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $10,966,400 | 80,000 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $9,330,113 | 73,785 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $8,452,560 | 68,298 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $7,519,039 | 62,884 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $8,149,615 | 56,181 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $8,947,005 | 50,743 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $7,408,128 | 46,478 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $3,559 | 21 | Shares | Sole | 2022-04-11 | |
| No filing history on record for this holder in this stock. | ||||||