Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$518,146
-$517,106 QoQ
Shares Held
2,177
-56.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#630
of 1,144 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Modern Wealth Management, LLC holds $16,740,525 across 21 Banks - Regional names. MTB ranks #10 (3.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GBCI |
Glacier Bancorp, Inc.
|
100,791 | $5,198,799 | |
| 2 | USB |
US Bancorp \De\
|
39,614 | $2,392,683 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,095 | $1,254,487 | |
| 4 | CBSH |
Commerce Bancshares Inc /Mo/
|
17,687 | $1,021,423 | |
| 5 | TFC |
Truist Financial Corp
|
16,605 | $827,260 | |
| 6 | FITB |
Fifth Third Bancorp
|
12,601 | $710,317 | |
| 7 | SSB |
SouthState Bank Corp
|
6,344 | $633,763 | |
| 8 | RF |
Regions Financial Corp
|
20,023 | $604,693 |
All Filings in MTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $518,146 | 2,177 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $1,035,252 | 5,008 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,011,427 | 5,020 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $945,017 | 4,782 | Shares | Other | 2025-11-12 | |
| 2025-06-30 | $955,011 | 4,923 | Shares | Other | 2025-11-12 | |
| 2025-03-31 | $861,574 | 4,820 | Shares | Other | 2025-06-02 | |
| 2024-12-31 | $912,599 | 4,854 | Shares | Other | 2025-05-30 | |
| 2024-09-30 | $863,524 | 4,848 | Shares | Other | 2025-05-30 | |
| 2024-06-30 | $714,872 | 4,723 | Shares | Other | 2025-05-29 | |
| 2024-03-31 | $694,765 | 4,777 | Shares | Other | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||