Position in MTB
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,789,479
+$446,267 QoQ
Shares Held
13,494
+16.0% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 quarters on record
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026Kestra Advisory Services, LLC holds $131,266,626 across 56 Banks - Regional names. MTB ranks #8 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
134,597 | $28,008,289 | |
| 2 | KEY |
Keycorp /New/
|
1,128,653 | $22,629,492 | |
| 3 | USB |
US Bancorp De
|
215,633 | $11,215,072 | |
| 4 | HBAN |
Huntington Bancshares Inc /Md/
|
715,431 | $11,196,495 | |
| 5 | TFC |
Truist Financial Corp
|
226,060 | $10,391,978 | |
| 6 | FITB |
Fifth Third Bancorp
|
197,769 | $9,188,347 | |
| 7 | AUB |
Atlantic Union Bankshares Corp
|
99,320 | $3,549,696 | |
| 8 | MTB |
M&T Bank Corp
This page
|
13,494 | $2,789,479 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,789,479 | 13,494 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $2,343,212 | 11,630 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,842,016 | 9,321 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,504,780 | 7,757 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,409,801 | 7,887 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,545,818 | 8,222 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,442,593 | 8,099 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,297,912 | 8,575 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,309,687 | 9,005 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,226,866 | 8,950 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,099,735 | 8,697 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,179,680 | 9,532 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $993,267 | 8,307 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,835,589 | 12,654 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,810,806 | 10,270 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,548,633 | 9,716 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,119,547 | 6,605 | Shares | Sole | 2022-07-20 | |
| 2021-12-31 | $1,180,415 | 7,686 | Shares | Sole | 2022-07-25 | |
| 2021-09-30 | $1,191,882 | 7,981 | Shares | Sole | 2022-07-25 | |
| 2021-06-30 | $1,082,559 | 7,450 | Shares | Sole | 2022-07-26 | |
| 2021-03-31 | $963,026 | 6,352 | Shares | Sole | 2022-07-27 | |
| 2020-12-31 | $945,839 | 7,430 | Shares | Sole | 2022-07-28 | |
| 2020-09-30 | $9,209 | 100 | Shares | Sole | 2022-07-29 | |
| No filing history on record for this holder in this stock. | ||||||