Position in MTB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$5,867,898
+$880,572 QoQ
Shares Held
24,654
+2.2% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#238
of 1,144 holders
Holding Since
Jun 2023
13 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, 2026Monte Financial Group, LLC holds $12,371,830 across 2 Banks - Regional names. MTB ranks #2 (47.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
215,362 | $6,503,932 | |
| 2 | MTB |
M&T Bank Corp
This page
|
24,654 | $5,867,898 |
All Filings in MTB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,867,898 | 24,654 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $4,987,326 | 24,126 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $5,693,623 | 28,259 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $5,071,719 | 25,664 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $5,771,008 | 29,749 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $5,335,508 | 29,849 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $5,669,065 | 30,153 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $5,442,812 | 30,557 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $4,646,449 | 30,698 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $4,580,196 | 31,492 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $4,298,006 | 31,354 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $3,286,309 | 25,989 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $3,121,227 | 25,220 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||