UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC

Position in MTB — M&T Bank Corp

CIK 2011649 PITTSBURGH, PA

Position in MTB

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$359,633

+$47,280 QoQ

Shares Held

1,511

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#715

of 1,144 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

UP STRATEGIC WEALTH INVESTMENT ADVISORS LLC holds $764,569 across 3 Banks - Regional names. MTB ranks #1 (47.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp This page	1,511	$359,633
2	PNC	Pnc Financial Services Group, Inc.	828	$203,870
3	ZION	Zions Bancorporation, National Association /Ut/	2,906	$201,066

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$359,633	1,511	0.0%	Shares	Sole	2026-08-07
2026-03-31	$312,353	1,511	+49.5%	Shares	Sole	2026-05-12
2025-12-31	$203,696	1,011	—	Shares	Sole	2026-02-10
No filing history on record for this holder in this stock.