Position in MTB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$923,240
+$124,061 QoQ
Shares Held
3,879
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.11%
of 13F equity value
Holder Rank
#508
of 1,144 holders
Holding Since
Dec 2023
11 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, 2026Emergent Wealth Advisors, LLC holds $923,240 across 1 Banks - Regional name. MTB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
3,879 | $923,240 |
All Filings in MTB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $923,240 | 3,879 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $799,179 | 3,866 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $775,899 | 3,851 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $757,872 | 3,835 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $741,041 | 3,820 | Shares | Sole | 2025-10-31 | |
| 2025-03-31 | $680,322 | 3,806 | Shares | Sole | 2025-10-31 | |
| 2024-12-31 | $712,557 | 3,790 | Shares | Sole | 2025-10-31 | |
| 2024-09-30 | $672,581 | 3,776 | Shares | Sole | 2025-12-16 | |
| 2024-06-30 | $569,264 | 3,761 | Shares | Sole | 2025-12-16 | |
| 2024-03-31 | $541,764 | 3,725 | Shares | Sole | 2025-12-17 | |
| 2023-12-31 | $508,155 | 3,707 | Shares | Sole | 2025-12-16 | |
| No filing history on record for this holder in this stock. | ||||||