Position in MTB
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$352,968
+$43,715 QoQ
Shares Held
1,483
-0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#719
of 1,143 holders
Holding Since
Sep 2024
8 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, 2026Quotient Wealth Partners, LLC holds $3,125,605 across 9 Banks - Regional names. MTB ranks #4 (11.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
2,698 | $664,301 | |
| 2 | USB |
US Bancorp De
|
10,577 | $638,850 | |
| 3 | TFC |
Truist Financial Corp
|
7,317 | $364,532 | |
| 4 | MTB |
M&T Bank Corp
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|
1,483 | $352,968 | |
| 5 | HTB |
HomeTrust Bancshares, Inc.
|
5,548 | $276,789 | |
| 6 | FSBC |
Five Star Bancorp
|
5,659 | $275,536 | |
| 7 | FITB |
Fifth Third Bancorp
|
4,603 | $259,471 | |
| 8 | SHBI |
Shore Bancshares Inc
|
9,778 | $224,405 |
All Filings in MTB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $352,968 | 1,483 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $309,253 | 1,496 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $264,341 | 1,312 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $267,775 | 1,355 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $265,766 | 1,370 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $230,587 | 1,290 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $242,908 | 1,292 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $223,540 | 1,255 | Shares | Sole | 2024-10-09 | |
| No filing history on record for this holder in this stock. | ||||||