Position in MTB
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$3,169,817
+$8,035 QoQ
Shares Held
13,318
-12.9% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#303
of 1,144 holders
Holding Since
Jun 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Fiduciary Alliance LLC holds $9,987,089 across 7 Banks - Regional names. MTB ranks #2 (31.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TFC |
Truist Financial Corp
|
71,236 | $3,548,977 | |
| 2 | MTB |
M&T Bank Corp
This page
|
13,318 | $3,169,817 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
4,404 | $1,084,352 | |
| 4 | FITB |
Fifth Third Bancorp
|
16,448 | $927,173 | |
| 5 | FBNC |
First Bancorp /Nc/
|
9,975 | $637,701 | |
| 6 | USB |
US Bancorp De
|
5,458 | $329,663 | |
| 7 | RF |
Regions Financial Corp
|
9,583 | $289,406 |
All Filings in MTB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,169,817 | 13,318 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $3,161,782 | 15,295 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,983,864 | 19,773 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $4,979,233 | 25,196 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $5,025,310 | 25,905 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $4,547,936 | 25,443 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $4,886,567 | 25,991 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $4,257,958 | 23,905 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $3,278,154 | 21,658 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $3,206,661 | 22,048 | Shares | Sole | 2024-04-17 | |
| 2023-06-30 | $11,262 | 91 | Shares | Sole | 2023-07-18 | |
| No filing history on record for this holder in this stock. | ||||||