Position in MTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$524,448
+$8,458 QoQ
Shares Held
2,537
-0.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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 Mar 31, 2026Summit Financial, LLC holds $18,773,571 across 20 Banks - Regional names. MTB ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
78,727 | $3,657,656 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
51,906 | $2,553,775 | |
| 3 | USB |
US Bancorp De
|
43,361 | $2,255,205 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
10,795 | $2,246,331 | |
| 5 | RF |
Regions Financial Corp
|
82,240 | $2,148,108 | |
| 6 | TFC |
Truist Financial Corp
|
23,133 | $1,063,424 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
34,886 | $545,965 | |
| 8 | MTB |
M&T Bank Corp
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|
2,537 | $524,448 |
All Filings in MTB
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $524,448 | 2,537 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $515,990 | 2,561 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $510,847 | 2,585 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $480,125 | 2,475 | Shares | Sole | 2025-08-13 | |
| No filing history on record for this holder in this stock. | ||||||