Position in MTB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$969,890
+$210,915 QoQ
Shares Held
4,075
+8.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#493
of 1,144 holders
Holding Since
Mar 2020
23 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, 2026Global Retirement Partners, LLC holds $47,024,691 across 148 Banks - Regional names. MTB ranks #12 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
21,048 | $5,182,438 | |
| 2 | USB |
US Bancorp De
|
77,669 | $4,691,207 | |
| 3 | TFC |
Truist Financial Corp
|
85,849 | $4,276,997 | |
| 4 | STBA |
S&T Bancorp Inc
|
77,612 | $3,809,196 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
43,390 | $3,040,337 | |
| 6 | LYG |
Lloyds Banking Group plc
|
408,648 | $2,382,417 | |
| 7 | NWG |
NatWest Group plc
|
107,767 | $1,899,932 | |
| 8 | RF |
Regions Financial Corp
|
45,919 | $1,386,753 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $969,890 | 4,075 | Shares | Sole | 2026-08-06 | |
| 2025-12-31 | $758,975 | 3,767 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $396,820 | 2,008 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $378,668 | 1,952 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $326,385 | 1,736 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $281,429 | 1,580 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $249,744 | 1,650 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $191,544 | 1,317 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $182,864 | 1,334 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $172,477 | 1,364 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $173,016 | 1,398 | Shares | Sole | 2023-07-20 | |
| 2023-03-31 | $173,854 | 1,454 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $196,121 | 1,352 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $136,648 | 775 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $90,374 | 567 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $94,750 | 559 | Shares | Sole | 2022-07-14 | |
| 2021-09-30 | $43,756 | 293 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $41,122 | 283 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $45,786 | 302 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $25,714 | 202 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $18,694 | 203 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $21,105 | 203 | Shares | Sole | 2020-07-13 | |
| 2020-03-31 | $20,996 | 203 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||