Position in MTB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$533,618
+$70,152 QoQ
Shares Held
2,242
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.46%
of 13F equity value
Holder Rank
#623
of 1,144 holders
Holding Since
Dec 2025
3 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, 2026SC&H Financial Advisors, Inc. holds $962,779 across 2 Banks - Regional names. MTB ranks #1 (55.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
2,242 | $533,618 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
1,743 | $429,161 |
All Filings in MTB
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $533,618 | 2,242 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $463,466 | 2,242 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $451,718 | 2,242 | Shares | Sole | 2026-01-21 | |
| No filing history on record for this holder in this stock. | ||||||