Position in MTB
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$922,287
-$197,514 QoQ
Shares Held
3,875
-28.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#509
of 1,144 holders
Holding Since
Jun 2024
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026J. Safra Sarasin Holding AG holds $56,951,459 across 13 Banks - Regional names. MTB ranks #10 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
148,772 | $36,630,639 | |
| 2 | DB |
Deutsche Bank Aktiengesellschaft
|
245,931 | $8,302,629 | |
| 3 | USB |
US Bancorp De
|
33,871 | $2,045,807 | |
| 4 | CFG |
Citizens Financial Group Inc/Ri
|
29,010 | $2,032,730 | |
| 5 | RF |
Regions Financial Corp
|
47,784 | $1,443,075 | |
| 6 | NU |
Nu Holdings Ltd.
|
104,644 | $1,398,043 | |
| 7 | HDB |
Hdfc Bank Ltd
|
43,440 | $1,122,055 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
59,270 | $1,050,856 |
All Filings in MTB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $922,287 | 3,875 | Shares | Defined | 2026-07-31 | |
| 2026-03-31 | $1,119,801 | 5,417 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,305,588 | 6,480 | Shares | Defined | 2026-01-15 | |
| 2025-09-30 | $1,573,844 | 7,964 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $579,060 | 2,985 | Shares | Defined | 2025-07-21 | |
| 2025-03-31 | $227,906 | 1,275 | Shares | Defined | 2025-05-09 | |
| 2024-09-30 | $1,851,379 | 10,394 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $1,622,427 | 10,719 | Shares | Defined | 2024-07-30 | |
| No filing history on record for this holder in this stock. | ||||||