Position in MTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,497,686
+$836,832 QoQ
Shares Held
7,245
+120.9% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2022
16 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $43,985,160 across 47 Banks - Regional names. MTB ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
112,265 | $5,838,902 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
21,567 | $4,487,877 | |
| 3 | STBA |
S&T Bancorp Inc
|
86,986 | $3,638,624 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
49,455 | $2,965,816 | |
| 5 | TFC |
Truist Financial Corp
|
48,831 | $2,244,761 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
100,035 | $1,565,547 | |
| 7 | MTB |
M&T Bank Corp
This page
|
7,245 | $1,497,686 | |
| 8 | FITB |
Fifth Third Bancorp
|
30,874 | $1,434,406 |
All Filings in MTB
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,497,686 | 7,245 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $660,854 | 3,280 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $1,350,930 | 6,836 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $1,321,459 | 6,812 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $1,343,306 | 7,515 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $1,709,574 | 9,093 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $1,724,023 | 9,679 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,038,935 | 6,864 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $921,362 | 6,335 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $1,236,050 | 9,017 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $924,223 | 7,309 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $919,536 | 7,430 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $861,382 | 7,204 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $248,777 | 1,715 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $299,567 | 1,699 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $270,803 | 1,699 | Shares | Other | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||