Position in MTB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$304,890
+$40,082 QoQ
Shares Held
1,281
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#32
of 58 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Alliance Wealth Advisors, LLC holds $7,433,783 across 9 Banks - Regional names. MTB ranks #8 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PFIS |
Peoples Financial Services Corp.
|
44,933 | $2,982,203 | |
| 2 | CBU |
Community Financial System, Inc.
|
19,775 | $1,327,298 | |
| 3 | FDBC |
Fidelity D & D Bancorp Inc
|
15,318 | $787,651 | |
| 4 | TFC |
Truist Financial Corp
|
11,171 | $556,539 | |
| 5 | NWFL |
Norwood Financial Corp
|
14,364 | $461,802 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
1,691 | $416,358 | |
| 7 | LYG |
Lloyds Banking Group plc
|
62,830 | $366,298 | |
| 8 | MTB |
M&T Bank Corp
This page
|
1,281 | $304,890 |
All Filings in MTB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,890 | 1,281 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $264,808 | 1,281 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $258,095 | 1,281 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $253,151 | 1,281 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $248,501 | 1,281 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $228,978 | 1,281 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $240,840 | 1,281 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $228,171 | 1,281 | Shares | Sole | 2024-10-16 | |
| No filing history on record for this holder in this stock. | ||||||