Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,994
+$1,971 QoQ
Shares Held
63
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,005
of 1,144 holders
Holding Since
Jun 2020
24 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, 2026Prestige Wealth Management Group LLC holds $513,950 across 41 Banks - Regional names. MTB ranks #6 (2.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
6,302 | $190,320 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
380 | $93,562 | |
| 3 | CHCO |
City Holding Co
|
314 | $41,648 | |
| 4 | VLY |
Valley National Bancorp
|
2,300 | $33,695 | |
| 5 | TFC |
Truist Financial Corp
|
364 | $18,133 | |
| 6 | MTB |
M&T Bank Corp
This page
|
63 | $14,994 | |
| 7 | USB |
US Bancorp \De\
|
243 | $14,677 | |
| 8 | FITB |
Fifth Third Bancorp
|
256 | $14,430 |
All Filings in MTB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,994 | 63 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $13,023 | 63 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $12,692 | 63 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $27,271 | 138 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $31,619 | 163 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $29,136 | 163 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $30,645 | 163 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $29,033 | 163 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $502,515 | 3,320 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $490,423 | 3,372 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $255,928 | 1,867 | Shares | Other | 2024-04-26 | |
| 2023-09-30 | $3,540 | 28 | Shares | Other | 2024-04-26 | |
| 2023-06-30 | $3,465 | 28 | Shares | Other | 2024-04-26 | |
| 2023-03-31 | $3,706 | 31 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $10,444 | 72 | Shares | Other | 2023-02-08 | |
| 2022-09-30 | $4,760 | 27 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $3,347 | 21 | Shares | Other | 2022-08-10 | |
| 2022-03-31 | $1,695 | 10 | Shares | Other | 2022-05-05 | |
| 2021-09-30 | $1,493 | 10 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $1,453 | 10 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $1,516 | 10 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $1,273 | 10 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $2,486 | 27 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,559 | 15 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||