Position in MTB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$644,769
+$84,558 QoQ
Shares Held
2,709
-0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
3.00%
of 13F equity value
Holder Rank
#577
of 1,144 holders
Holding Since
Mar 2025
6 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, 2026Independence Financial Advisors, LLC holds $1,124,819 across 2 Banks - Regional names. MTB ranks #1 (57.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
2,709 | $644,769 | |
| 2 | INDB |
Independent Bank Corp
|
5,734 | $480,050 |
All Filings in MTB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $644,769 | 2,709 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $560,211 | 2,710 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $545,607 | 2,708 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $535,747 | 2,711 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $548,409 | 2,827 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $504,790 | 2,824 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||