COLLECTIVE FAMILY OFFICE LLC

Family Office

Position in MTB — M&T Bank Corp

CIK 1845066 YORK, PA

Position in MTB

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$357,491

+$26,326 QoQ

Shares Held

1,502

-6.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#717

of 1,144 holders

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

COLLECTIVE FAMILY OFFICE LLC holds $1,342,355 across 3 Banks - Regional names. MTB ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PFS	Provident Financial Services Inc	29,527	$698,018
2	MTB	M&T Bank Corp This page	1,502	$357,491
3	PNC	Pnc Financial Services Group, Inc.	1,165	$286,846

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$357,491	1,502	-6.2%	Shares	Sole	2026-07-02
2026-03-31	$331,165	1,602	-9.5%	Shares	Sole	2026-04-02
2025-12-31	$356,821	1,771	+12.7%	Shares	Sole	2026-01-06
2025-09-30	$310,461	1,571	0.0%	Shares	Sole	2025-10-06
2025-06-30	$304,758	1,571	+1.3%	Shares	Sole	2025-07-03
2025-03-31	$277,241	1,551	-4.6%	Shares	Sole	2025-04-03
2024-12-31	$305,516	1,625	0.0%	Shares	Sole	2025-01-08
2024-09-30	$289,445	1,625	0.0%	Shares	Sole	2024-10-04
2024-06-30	$245,960	1,625	0.0%	Shares	Sole	2024-07-05
2024-03-31	$236,340	1,625	0.0%	Shares	Sole	2024-04-09
2023-12-31	$222,755	1,625	+0.1%	Shares	Sole	2024-01-09
2023-09-30	$205,354	1,624	+0.2%	Shares	Sole	2023-10-13
2023-06-30	$200,614	1,621	-5.8%	Shares	Sole	2023-07-12
2022-12-31	$249,648	1,721	-23.6%	Shares	Sole	2023-01-11
2022-09-30	$397,248	2,253	+0.3%	Shares	Sole	2022-10-14
2022-06-30	$358,149	2,247	+21.8%	Shares	Sole	2022-07-18
2022-03-31	$312,727	1,845	-12.4%	Shares	Sole	2022-04-25
2021-09-30	$314,360	2,105	0.0%	Shares	Sole	2021-10-08
2021-06-30	$305,877	2,105	-5.8%	Shares	Sole	2021-07-14
2021-03-31	$338,848	2,235	-5.1%	Shares	Sole	2021-04-14
2020-12-31	$299,791	2,355	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.