Position in MTB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$782,576
+$103,501 QoQ
Shares Held
3,288
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#539
of 1,144 holders
Holding Since
Mar 2020
25 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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $6,072,789 across 8 Banks - Regional names. MTB ranks #3 (12.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
35,520 | $2,145,408 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
7,625 | $1,877,427 | |
| 3 | MTB |
M&T Bank Corp
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|
3,288 | $782,576 | |
| 4 | TFC |
Truist Financial Corp
|
6,351 | $316,406 | |
| 5 | FITB |
Fifth Third Bancorp
|
5,534 | $311,951 | |
| 6 | NIC |
Nicolet Bankshares Inc
|
1,333 | $220,464 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
12,266 | $217,476 | |
| 8 | MRBK |
Meridian Corp
|
10,039 | $201,081 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $782,576 | 3,288 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $679,075 | 3,285 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $668,510 | 3,318 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $672,303 | 3,402 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $656,656 | 3,385 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $604,174 | 3,380 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $628,517 | 3,343 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $617,185 | 3,465 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $486,319 | 3,213 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $467,880 | 3,217 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $420,013 | 3,064 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $386,557 | 3,057 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $382,665 | 3,092 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $372,699 | 3,117 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $454,763 | 3,135 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $1,208,144 | 6,852 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $1,676,782 | 10,520 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $1,762,800 | 10,400 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $448,169 | 3,001 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $436,075 | 3,001 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $454,981 | 3,001 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $382,027 | 3,001 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $281,611 | 3,058 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $318,668 | 3,065 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $316,185 | 3,057 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||