Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$233,725
+$30,726 QoQ
Shares Held
982
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#841
of 1,144 holders
Holding Since
Mar 2026
2 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, 2026Sovereign Investment Advisors, LLC holds $440,413 across 2 Banks - Regional names. MTB ranks #1 (53.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
982 | $233,725 | |
| 2 | USB |
US Bancorp De
|
3,422 | $206,688 |
All Filings in MTB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $233,725 | 982 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $202,999 | 982 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||