Position in MTB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$360,585
+$43,270 QoQ
Shares Held
1,515
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#714
of 1,144 holders
Holding Since
Jun 2021
15 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $10,889,100 across 9 Banks - Regional names. MTB ranks #6 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
114,106 | $6,432,155 | |
| 2 | PRK |
Park National Corp /Oh/
|
5,393 | $986,865 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
3,410 | $839,610 | |
| 4 | USB |
US Bancorp De
|
13,758 | $830,983 | |
| 5 | TFC |
Truist Financial Corp
|
12,984 | $646,862 | |
| 6 | MTB |
M&T Bank Corp
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|
1,515 | $360,585 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
15,411 | $273,237 | |
| 8 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,677 | $270,055 |
All Filings in MTB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $360,585 | 1,515 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $317,315 | 1,535 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $310,682 | 1,542 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $304,730 | 1,542 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $309,802 | 1,597 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $300,657 | 1,682 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $287,467 | 1,529 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $275,729 | 1,548 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $220,077 | 1,454 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $203,034 | 1,396 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $204,934 | 1,495 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $200,423 | 1,585 | Shares | Sole | 2023-11-07 | |
| 2022-12-31 | $216,864 | 1,495 | Shares | Sole | 2024-02-13 | |
| 2021-09-30 | $395,751 | 2,650 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $249,933 | 1,720 | Shares | Sole | 2021-07-21 | |
| No filing history on record for this holder in this stock. | ||||||