Position in MTB
as of Jun 30, 2026
· filed Aug 18, 2026
Position Value
$714,982
+$37,974 QoQ
Shares Held
3,004
-8.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#557
of 1,144 holders
Holding Since
Jun 2022
16 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 Jun 30, 2026Beacon Pointe Advisors, LLC holds $73,716,083 across 38 Banks - Regional names. MTB ranks #19 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
550,566 | $28,398,194 | |
| 2 | USB |
US Bancorp De
|
107,970 | $6,521,388 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
25,810 | $6,354,938 | |
| 4 | FBNC |
First Bancorp /Nc/
|
62,033 | $3,965,769 | |
| 5 | SSB |
SouthState Bank Corp
|
28,572 | $2,854,342 | |
| 6 | FITB |
Fifth Third Bancorp
|
44,896 | $2,530,787 | |
| 7 | RF |
Regions Financial Corp
|
71,456 | $2,157,971 | |
| 8 | TFC |
Truist Financial Corp
|
34,709 | $1,729,202 |
All Filings in MTB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $714,982 | 3,004 | Shares | Sole | 2026-08-18 | |
| 2026-03-31 | $677,008 | 3,275 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $500,274 | 2,483 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $222,520 | 1,126 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $299,714 | 1,545 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $260,581 | 1,386 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $782,124 | 4,391 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $706,094 | 4,665 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $482,715 | 3,319 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $446,195 | 3,255 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $428,412 | 3,388 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $284,152 | 2,296 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $615,665 | 5,149 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $886,171 | 6,109 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $708,277 | 4,017 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $556,271 | 3,490 | Shares | Sole | 2022-08-11 | |
| No filing history on record for this holder in this stock. | ||||||