Position in MTB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$655,241
+$84,488 QoQ
Shares Held
2,753
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#572
of 1,144 holders
Holding Since
Mar 2022
18 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, 2026CFS Investment Advisory Services, LLC holds $4,073,420 across 6 Banks - Regional names. MTB ranks #3 (16.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
18,383 | $1,110,333 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
4,054 | $998,175 | |
| 3 | MTB |
M&T Bank Corp
This page
|
2,753 | $655,241 | |
| 4 | FITB |
Fifth Third Bancorp
|
11,340 | $639,235 | |
| 5 | PFS |
Provident Financial Services Inc
|
16,672 | $394,126 | |
| 6 | PNFP |
Pinnacle Financial Partners, Inc.
|
2,739 | $276,310 |
All Filings in MTB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $655,241 | 2,753 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $570,753 | 2,761 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $531,705 | 2,639 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $521,519 | 2,639 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $489,824 | 2,525 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $447,053 | 2,501 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $469,084 | 2,495 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $443,696 | 2,491 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $374,464 | 2,474 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $376,398 | 2,588 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $373,680 | 2,726 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $399,076 | 3,156 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $354,943 | 2,868 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $335,393 | 2,805 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $427,346 | 2,946 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $3,000 | 568,985 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $506,700 | 3,179 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $8,504,154 | 50,172 | Shares | Sole | 2022-05-27 | |
| No filing history on record for this holder in this stock. | ||||||