Position in MTB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$603,593
+$63,227 QoQ
Shares Held
2,536
-3.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#588
of 1,144 holders
Holding Since
Jun 2022
17 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, 2026INDEPENDENT FINANCIAL GROUP, LLC holds $6,408,750 across 9 Banks - Regional names. MTB ranks #5 (9.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
5,824 | $1,433,985 | |
| 2 | WAL |
Western Alliance Bancorporation
|
15,595 | $1,281,909 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
14,743 | $1,033,042 | |
| 4 | USB |
US Bancorp De
|
13,064 | $789,065 | |
| 5 | MTB |
M&T Bank Corp
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|
2,536 | $603,593 | |
| 6 | FCNCA |
First Citizens Bancshares Inc /De/
|
280 | $582,621 | |
| 7 | COLB |
Columbia Banking System, Inc.
|
7,760 | $248,708 | |
| 8 | EWBC |
East West Bancorp Inc
|
1,733 | $223,712 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $603,593 | 2,536 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $540,366 | 2,614 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $525,258 | 2,607 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $514,404 | 2,603 | Shares | Sole | 2026-05-15 | |
| 2025-06-30 | $543,172 | 2,800 | Shares | Sole | 2026-05-15 | |
| 2025-03-31 | $519,268 | 2,905 | Shares | Sole | 2026-05-19 | |
| 2024-12-31 | $1,119,599 | 5,955 | Shares | Sole | 2026-06-12 | |
| 2024-09-30 | $479,677 | 2,693 | Shares | Sole | 2026-06-12 | |
| 2024-06-30 | $483,292 | 3,193 | Shares | Sole | 2026-06-12 | |
| 2024-03-31 | $396,033 | 2,723 | Shares | Sole | 2026-06-12 | |
| 2023-12-31 | $372,857 | 2,720 | Shares | Sole | 2026-06-12 | |
| 2023-09-30 | $344,449 | 2,724 | Shares | Sole | 2026-06-12 | |
| 2023-06-30 | $336,627 | 2,720 | Shares | Sole | 2026-06-12 | |
| 2023-03-31 | $326,426 | 2,730 | Shares | Sole | 2026-06-12 | |
| 2022-12-31 | $400,075 | 2,758 | Shares | Sole | 2026-06-15 | |
| 2022-09-30 | $520,849 | 2,954 | Shares | Sole | 2026-06-15 | |
| 2022-06-30 | $471,475 | 2,958 | Shares | Sole | 2026-06-12 | |
| No filing history on record for this holder in this stock. | ||||||