Commonwealth Retirement Investments LLC
PensionPosition in MTB — M&T Bank Corp
CIK 1963787
RICHMOND, VA
Position in MTB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,144,352
-$1,209,568 QoQ
Shares Held
4,808
-57.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#459
of 1,144 holders
Holding Since
Dec 2022
15 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, 2026Commonwealth Retirement Investments LLC holds $6,174,777 across 9 Banks - Regional names. MTB ranks #2 (18.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RF |
Regions Financial Corp
|
111,131 | $3,356,156 | |
| 2 | MTB |
M&T Bank Corp
This page
|
4,808 | $1,144,352 | |
| 3 | TFC |
Truist Financial Corp
|
17,965 | $895,016 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,446 | $602,254 | |
| 5 | FRST |
Primis Financial Corp.
|
5,914 | $96,812 | |
| 6 | AUB |
Atlantic Union Bankshares Corp
|
1,102 | $46,625 | |
| 7 | NBTB |
Nbt Bancorp Inc
|
308 | $15,205 | |
| 8 | FXNC |
First National Corp /Va/
|
342 | $10,266 |
All Filings in MTB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,144,352 | 4,808 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $2,353,920 | 11,387 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $2,214,466 | 10,991 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,163,346 | 10,947 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,085,780 | 10,752 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $2,471,576 | 13,827 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $2,547,347 | 13,549 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,441,134 | 13,705 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,019,142 | 13,340 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $1,440,146 | 9,902 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,265,385 | 9,231 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $1,140,199 | 9,017 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $1,070,524 | 8,650 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $993,507 | 8,309 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $1,182,819 | 8,154 | Shares | Sole | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||