HB Wealth Management, LLC

Position in MTB — M&T Bank Corp

CIK 1911253 Atlanta, GA

Position in MTB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$1,477,804

+$219,707 QoQ

Shares Held

6,209

+2.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#414

of 1,144 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HB Wealth Management, LLC holds $91,247,529 across 69 Banks - Regional names. MTB ranks #12 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	USB	US Bancorp De	252,376	$15,243,510
2	PNC	Pnc Financial Services Group, Inc.	55,497	$13,664,471
3	FITB	Fifth Third Bancorp	127,438	$7,183,680
4	TFC	Truist Financial Corp	136,250	$6,787,975
5	RF	Regions Financial Corp	123,329	$3,724,535
6	TRMK	Trustmark Corp	67,330	$3,097,853
7	CFG	Citizens Financial Group Inc/Ri	36,686	$2,570,588
8	HBAN	Huntington Bancshares Inc /Md/	125,261	$2,220,877

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,477,804	6,209	+2.0%	Shares	Sole	2026-07-29
2026-03-31	$1,258,097	6,086	+36.1%	Shares	Sole	2026-04-27
2025-12-31	$901,220	4,473	+7.1%	Shares	Sole	2026-01-28
2025-09-30	$825,063	4,175	+15.4%	Shares	Sole	2025-10-23
2025-06-30	$701,661	3,617	-10.9%	Shares	Sole	2025-07-17
2025-03-31	$725,367	4,058	+51.9%	Shares	Sole	2025-05-07
2024-12-31	$502,362	2,672	+6.8%	Shares	Sole	2025-01-15
2024-09-30	$445,656	2,502	+12.6%	Shares	Sole	2024-10-15
2024-06-30	$336,473	2,223	+15.3%	Shares	Sole	2024-07-26
2024-03-31	$280,408	1,928	+9.4%	Shares	Sole	2024-04-30
2023-12-31	$241,672	1,763	+1.6%	Shares	Sole	2024-01-16
2023-09-30	$219,517	1,736	—	Shares	Sole	2023-10-13
No filing history on record for this holder in this stock.