Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$3,332
+$438 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,077
of 1,144 holders
Holding Since
Dec 2022
15 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, 2026New England Capital Financial Advisors LLC holds $1,089,352 across 10 Banks - Regional names. MTB ranks #10 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
14,284 | $805,189 | |
| 2 | RF |
Regions Financial Corp
|
5,707 | $172,351 | |
| 3 | WBS |
Webster Financial Corp
|
438 | $33,471 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
198 | $19,974 | |
| 5 | USB |
US Bancorp \De\
|
287 | $17,334 | |
| 6 | AMAL |
Amalgamated Financial Corp.
|
300 | $13,770 | |
| 7 | BBT |
Beacon Financial Corp
|
351 | $10,687 | |
| 8 | LYG |
Lloyds Banking Group plc
|
1,319 | $7,689 |
All Filings in MTB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332 | 14 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $2,894 | 14 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $2,820 | 14 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $2,766 | 14 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,715 | 14 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,502 | 14 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $2,632 | 14 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $2,493 | 14 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,389 | 29 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $5,381 | 37 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $5,071 | 37 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $4,678 | 37 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $742 | 6 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $717 | 6 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $2,466 | 17 | Shares | Sole | 2023-02-06 | |
| No filing history on record for this holder in this stock. | ||||||