Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$483,398
+$87,116 QoQ
Shares Held
2,031
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#647
of 1,144 holders
Holding Since
Dec 2023
10 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, 2026KINGSWOOD WEALTH ADVISORS, LLC holds $11,860,060 across 17 Banks - Regional names. MTB ranks #9 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | RNST |
Renasant Corp
|
71,322 | $3,034,037 | |
| 2 | TFC |
Truist Financial Corp
|
29,046 | $1,447,071 | |
| 3 | KEY |
Keycorp /New/
|
39,997 | $921,930 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,597 | $885,653 | |
| 5 | USB |
US Bancorp De
|
14,171 | $855,928 | |
| 6 | RF |
Regions Financial Corp
|
27,615 | $833,973 | |
| 7 | BUSE |
First Busey Corp /Nv/
|
22,252 | $656,434 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
243 | $505,631 |
All Filings in MTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $483,398 | 2,031 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $396,282 | 1,917 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $401,146 | 1,991 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $336,349 | 1,702 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $329,783 | 1,700 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $293,328 | 1,641 | Shares | Sole | 2025-07-25 | |
| 2024-12-31 | $373,763 | 1,988 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $608,457 | 3,416 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $470,729 | 3,110 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $478,546 | 3,491 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||