TrueWealth Advisors, LLC

Position in MTB — M&T Bank Corp

CIK 1817714 BIRMINGHAM, AL

Position in MTB

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,086,753

+$186,488 QoQ

Shares Held

4,566

+4.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#104

of 388 holders

Holding Since

Sep 2022

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

TrueWealth Advisors, LLC holds $8,029,576 across 4 Banks - Regional names. MTB ranks #2 (13.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SFBS	ServisFirst Bancshares, Inc.	65,463	$5,678,915
2	MTB	M&T Bank Corp This page	4,566	$1,086,753
3	RF	Regions Financial Corp	32,735	$988,597
4	HBAN	Huntington Bancshares Inc /Md/	15,528	$275,311

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,086,753	4,566	+4.8%	Shares	Sole	2026-07-08
2026-03-31	$900,265	4,355	+269.1%	Shares	Sole	2026-04-09
2025-12-31	$237,746	1,180	0.0%	Shares	Sole	2026-01-07
2025-09-30	$233,191	1,180	0.0%	Shares	Sole	2025-10-15
2025-06-30	$228,908	1,180	0.0%	Shares	Sole	2025-07-03
2025-03-31	$210,925	1,180	0.0%	Shares	Sole	2025-04-10
2024-12-31	$221,851	1,180	0.0%	Shares	Sole	2025-01-15
2024-09-30	$210,181	1,180	0.0%	Shares	Sole	2024-10-29
2022-09-30	$208,057	1,180	—	Shares	Sole	2022-10-21
No filing history on record for this holder in this stock.