Position in MTB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$1,257,271
+$22,401 QoQ
Shares Held
6,082
-0.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Principle Wealth Partners LLC holds $12,418,683 across 7 Banks - Regional names. MTB ranks #4 (10.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
23,716 | $4,935,062 | |
| 2 | TFC |
Truist Financial Corp
|
65,809 | $3,025,239 | |
| 3 | USB |
US Bancorp \De\
|
34,218 | $1,779,678 | |
| 4 | MTB |
M&T Bank Corp
This page
|
6,082 | $1,257,271 | |
| 5 | FULT |
Fulton Financial Corp
|
41,096 | $835,892 | |
| 6 | WASH |
Washington Trust Bancorp Inc
|
11,494 | $384,589 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,326 | $200,952 |
All Filings in MTB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,257,271 | 6,082 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $1,234,870 | 6,129 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,103,312 | 5,583 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $608,740 | 3,138 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $475,653 | 2,661 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $500,294 | 2,661 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $473,977 | 2,661 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $402,768 | 2,661 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $387,015 | 2,661 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $364,769 | 2,661 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $347,484 | 2,748 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $330,686 | 2,672 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $330,491 | 2,764 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $480,728 | 3,314 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $585,911 | 3,323 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $527,740 | 3,311 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $442,056 | 2,608 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $447,721 | 2,998 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $435,639 | 2,998 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $454,526 | 2,998 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $381,645 | 2,998 | Shares | Sole | 2021-02-16 | |
| 2020-06-30 | $182,051 | 1,751 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||