Position in MTB
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$502,201
+$229,124 QoQ
Shares Held
2,110
+59.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#167
of 388 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, 2026Confluence Wealth Services, Inc. holds $14,816,410 across 11 Banks - Regional names. MTB ranks #8 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
28,641 | $7,051,987 | |
| 2 | RF |
Regions Financial Corp
|
64,390 | $1,944,578 | |
| 3 | STBA |
S&T Bancorp Inc
|
32,607 | $1,600,351 | |
| 4 | VLY |
Valley National Bancorp
|
55,464 | $812,547 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
43,018 | $762,709 | |
| 6 | USB |
US Bancorp De
|
10,906 | $658,722 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
26,007 | $528,722 | |
| 8 | MTB |
M&T Bank Corp
This page
|
2,110 | $502,201 |
All Filings in MTB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,201 | 2,110 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $273,077 | 1,321 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||