Position in MTB
as of Jun 30, 2026
· filed Aug 27, 2026
Position Value
$14,241,803
+$1,593,434 QoQ
Shares Held
59,837
-2.2% QoQ
Ownership
0.041%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 11%
Shared 3%
None 86%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Corient Private Wealth LLC holds $397,494,756 across 122 Banks - Regional names. MTB ranks #7 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
328,765 | $80,948,517 | |
| 2 | USB |
US Bancorp De
|
446,932 | $26,994,692 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,181,747 | $20,952,374 | |
| 4 | ZION |
Zions Bancorporation, National Association /Ut/
|
275,354 | $19,051,742 | |
| 5 | FITB |
Fifth Third Bancorp
|
336,543 | $18,970,928 | |
| 6 | CFG |
Citizens Financial Group Inc/Ri
|
240,566 | $16,856,459 | |
| 7 | MTB |
M&T Bank Corp
This page
|
59,837 | $14,241,803 | |
| 8 | KEY |
Keycorp /New/
|
466,392 | $10,750,335 |
All Filings in MTB
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,241,803 | 59,837 | Shares | Other | 2026-08-27 | |
| 2026-03-31 | $12,648,369 | 61,186 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,994,835 | 29,754 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $4,756,316 | 24,068 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $4,509,683 | 23,247 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $4,518,620 | 25,279 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,904,779 | 20,769 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $4,566,640 | 25,638 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $3,270,132 | 21,605 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $3,692,866 | 25,391 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $6,627,954 | 48,351 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,159,858 | 24,989 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $2,570,989 | 20,774 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $2,207,381 | 18,461 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,671,090 | 11,520 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||