PENSION & WEALTH MANAGEMENT ADVISORS, INC.

Pension

Position in MTB — M&T Bank Corp

CIK 2145782 WALTHAM, MA

Position in MTB

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

Position Value

$119,243

+$56,607 QoQ

Shares Held

501

+65.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#901

of 1,144 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $1,098,777 across 9 Banks - Regional names. MTB ranks #4 (10.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NU	Nu Holdings Ltd.	33,501	$447,573
2	EBC	Eastern Bankshares, Inc.	10,402	$231,340
3	NBBK	NB Bancorp, Inc.	6,155	$130,055
4	MTB	M&T Bank Corp This page	501	$119,243
5	CFG	Citizens Financial Group Inc/Ri	1,030	$72,172
6	PNC	Pnc Financial Services Group, Inc.	190	$46,781
7	USB	US Bancorp De	625	$37,750
8	WAL	Western Alliance Bancorporation	132	$10,850

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$119,243	501	+65.3%	Shares	Sole	2026-08-07
2026-03-31	$62,636	303	-1.9%	Shares	Sole	2026-08-07
2025-12-31	$62,257	309	+0.7%	Shares	Sole	2026-08-07
2025-09-30	$60,669	307	-8.6%	Shares	Sole	2026-08-07
2025-06-30	$65,180	336	-1.5%	Shares	Sole	2026-08-07
2025-03-31	$60,953	341	+16.0%	Shares	Sole	2026-08-07
2024-12-31	$55,274	294	+0.3%	Shares	Sole	2026-08-07
2024-09-30	$52,189	293	-8.2%	Shares	Sole	2026-08-07
2024-06-30	$48,283	319	-5.3%	Shares	Sole	2026-08-07
2024-03-31	$49,013	337	-11.5%	Shares	Sole	2026-08-07
2023-12-31	$52,227	381	+1.1%	Shares	Sole	2026-08-07
2023-09-30	$47,671	377	-80.1%	Shares	Sole	2026-08-07
2023-06-30	$234,525	1,895	+10.4%	Shares	Sole	2026-08-07
2023-03-31	$205,301	1,717	—	Shares	Sole	2026-08-07
No filing history on record for this holder in this stock.