Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,247,282
+$1,834,399 QoQ
Shares Held
43,054
+5.8% QoQ
Ownership
0.030%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#174
of 1,144 holders
Holding Since
Mar 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Cresset Asset Management, LLC holds $81,859,682 across 40 Banks - Regional names. MTB ranks #4 (12.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
44,994 | $11,078,422 | |
| 2 | USB |
US Bancorp \De\
|
181,168 | $10,942,547 | |
| 3 | TFC |
Truist Financial Corp
|
207,531 | $10,339,194 | |
| 4 | MTB |
M&T Bank Corp
This page
|
43,054 | $10,247,282 | |
| 5 | UCB |
United Community Banks Inc
|
241,611 | $8,478,129 | |
| 6 | OVLY |
Oak Valley Bancorp
|
140,282 | $4,734,517 | |
| 7 | HOPE |
Hope Bancorp Inc
|
181,841 | $2,487,584 | |
| 8 | JMSB |
John Marshall Bancorp, Inc.
|
104,494 | $2,277,969 |
All Filings in MTB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,247,282 | 43,054 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,412,883 | 40,697 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,139,792 | 40,400 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $7,761,920 | 39,277 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $7,407,508 | 38,185 | Shares | Sole | 2026-01-22 | |
| 2025-03-31 | $7,120,148 | 39,833 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $4,934,510 | 26,246 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,385,779 | 35,851 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $5,423,531 | 35,832 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $4,565,652 | 31,392 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,950,648 | 14,230 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,718,894 | 29,410 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,292,634 | 26,605 | Shares | Defined | 2023-08-14 | |
| 2022-09-30 | $216,697 | 1,229 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $322,924 | 2,026 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $278,319 | 1,642 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $807,780 | 5,409 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $746,166 | 5,135 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $208,312 | 1,374 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||