Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$43,317
-$21,156 QoQ
Shares Held
182
-43.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#953
of 1,144 holders
Holding Since
Mar 2021
19 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, 2026Concord Wealth Partners holds $4,731,684 across 13 Banks - Regional names. MTB ranks #9 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
69,645 | $3,469,713 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
2,889 | $711,329 | |
| 3 | LOB |
Live Oak Bancshares, Inc.
|
2,850 | $116,394 | |
| 4 | AUB |
Atlantic Union Bankshares Corp
|
2,728 | $115,421 | |
| 5 | SSB |
SouthState Bank Corp
|
587 | $58,641 | |
| 6 | FITB |
Fifth Third Bancorp
|
979 | $55,186 | |
| 7 | FCBC |
First Community Bankshares Inc /Va/
|
1,141 | $50,683 | |
| 8 | KEY |
Keycorp /New/
|
2,183 | $50,318 |
All Filings in MTB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43,317 | 182 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $64,473 | 320 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $70,155 | 355 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $75,462 | 389 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $68,997 | 386 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $72,007 | 383 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $67,863 | 381 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $59,938 | 396 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $56,867 | 391 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $59,081 | 431 | Shares | Sole | 2024-04-30 | |
| 2023-09-30 | $78,525 | 621 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $246,529 | 1,992 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $149,342 | 1,249 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $180,599 | 1,245 | Shares | Sole | 2023-01-30 | |
| 2022-06-30 | $183,139 | 1,149 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $24,747 | 146 | Shares | Sole | 2022-04-20 | |
| 2021-09-30 | $6,869 | 46 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $9,735 | 67 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $4,245 | 28 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||