JGP Wealth Management, LLC

Position in MTB — M&T Bank Corp

CIK 1748278 BEND, OR

Position in MTB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$1,115,314

+$120,371 QoQ

Shares Held

4,686

-2.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#467

of 1,144 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Financial Services · as of Jun 30, 2026

JGP Wealth Management, LLC holds $23,182,006 across 3 Banks - Regional names. MTB ranks #3 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	84,568	$20,822,332
2	USB	US Bancorp De	20,602	$1,244,360
3	MTB	M&T Bank Corp This page	4,686	$1,115,314

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,115,314	4,686	-2.6%	Shares	Sole	2026-07-07
2026-03-31	$994,943	4,813	-0.2%	Shares	Sole	2026-04-08
2025-12-31	$971,536	4,822	-4.6%	Shares	Sole	2026-01-12
2025-09-30	$999,166	5,056	-3.0%	Shares	Sole	2025-10-15
2025-06-30	$1,011,269	5,213	-4.1%	Shares	Sole	2025-07-28
2025-03-31	$971,327	5,434	-24.0%	Shares	Sole	2025-04-09
2024-12-31	$1,343,519	7,146	-0.3%	Shares	Sole	2025-01-15
2024-09-30	$1,276,051	7,164	-1.9%	Shares	Sole	2024-10-09
2024-06-30	$1,105,533	7,304	-7.0%	Shares	Sole	2024-07-12
2024-03-31	$1,142,576	7,856	-4.9%	Shares	Sole	2024-04-24
2023-12-31	$1,132,006	8,258	-27.0%	Shares	Sole	2024-01-10
2023-09-30	$1,430,402	11,312	+0.7%	Shares	Sole	2023-10-19
2023-06-30	$1,390,814	11,238	+6.3%	Shares	Sole	2023-08-10
2023-03-31	$1,263,974	10,571	+6.5%	Shares	Sole	2023-04-14
2022-12-31	$1,440,155	9,928	+4.8%	Shares	Sole	2023-02-10
2022-09-30	$1,670,279	9,473	+3.4%	Shares	Sole	2022-10-14
2022-06-30	$1,460,331	9,162	+2.7%	Shares	Sole	2022-07-19
2022-03-31	$1,512,787	8,925	+2.3%	Shares	Sole	2022-04-20
2021-09-30	$1,302,394	8,721	-0.1%	Shares	Sole	2021-10-13
2021-06-30	$1,269,137	8,734	+48.9%	Shares	Sole	2021-08-12
2021-03-31	$889,344	5,866	+0.2%	Shares	Sole	2021-04-28
2020-12-31	$745,468	5,856	+0.7%	Shares	Sole	2021-02-10
2020-09-30	$535,411	5,814	-2.7%	Shares	Sole	2020-10-13
2020-06-30	$621,012	5,973	+9.0%	Shares	Sole	2020-07-13
2020-03-31	$566,692	5,479	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.