Smallwood Wealth Investment Management, LLC
Position in MTB — M&T Bank Corp
CIK 1921304
RED BANK, NJ
Position in MTB
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$362,489
+$47,655 QoQ
Shares Held
1,523
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.59%
of 13F equity value
Holder Rank
#713
of 1,144 holders
Holding Since
Dec 2021
19 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, 2026Smallwood Wealth Investment Management, LLC holds $1,304,105 across 10 Banks - Regional names. MTB ranks #2 (27.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VLY |
Valley National Bancorp
|
27,915 | $408,954 | |
| 2 | MTB |
M&T Bank Corp
This page
|
1,523 | $362,489 | |
| 3 | TFC |
Truist Financial Corp
|
4,646 | $231,463 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
591 | $145,516 | |
| 5 | FNB |
Fnb Corp/Pa/
|
3,135 | $59,815 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
1,900 | $33,687 | |
| 7 | FCF |
First Commonwealth Financial Corp /Pa/
|
1,443 | $29,336 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
378 | $26,486 |
All Filings in MTB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,489 | 1,523 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $314,834 | 1,523 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $306,854 | 1,523 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $300,975 | 1,523 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $296,028 | 1,526 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $272,236 | 1,523 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $286,339 | 1,523 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $271,276 | 1,523 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,331,665 | 8,798 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $2,088,954 | 14,363 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,968,880 | 14,363 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $1,816,201 | 14,363 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $1,777,564 | 14,363 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $1,717,383 | 14,363 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $2,633,999 | 18,158 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,201,618 | 18,158 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,894,203 | 18,158 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $3,069,984 | 18,112 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $2,861,195 | 18,630 | Shares | Sole | 2022-04-05 | |
| No filing history on record for this holder in this stock. | ||||||