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PRECEDENT WEALTH PARTNERS, LLC

Position in MTB — M&T Bank Corp

CIK 2008666 HOUSTON, TX

Position in MTB

as of Jun 30, 2026 · filed Jul 21, 2026
Position Value
$228,965
New position
Shares Held
962
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#846
of 1,144 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority Sole 0% Shared 0% None 100%

Position in Banks - Regional

Financial Services · as of Jun 30, 2026

PRECEDENT WEALTH PARTNERS, LLC holds $3,184,473 across 3 Banks - Regional names. MTB ranks #3 (7.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
3 MTB
M&T Bank Corp
This page
962 $228,965

All Filings in MTB

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-06-30 $228,965 962