Position in MTB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,428
+$395 QoQ
Shares Held
6
+20.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,099
of 1,144 holders
Holding Since
Mar 2020
23 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, 2026VALLEY NATIONAL ADVISERS INC holds $3,525,483 across 21 Banks - Regional names. MTB ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FULT |
Fulton Financial Corp
|
26,321 | $636,704 | |
| 2 | USB |
US Bancorp De
|
10,504 | $634,441 | |
| 3 | PFS |
Provident Financial Services Inc
|
22,635 | $535,091 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
1,941 | $477,913 | |
| 5 | TFC |
Truist Financial Corp
|
9,582 | $477,375 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,026 | $396,055 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
8,673 | $153,772 | |
| 8 | FBNC |
First Bancorp /Nc/
|
999 | $63,866 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,428 | 6 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,033 | 5 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $1,007 | 5 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $988 | 5 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $969 | 5 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $19,126 | 107 | Shares | Sole | 2025-04-25 | |
| 2024-06-30 | $10,292 | 68 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $15,852 | 109 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $17,272 | 126 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $11,001 | 87 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $8,910 | 72 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $8,609 | 72 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $3,046 | 21 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $3,702 | 21 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $2,709 | 17 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,881 | 17 | Shares | Sole | 2022-05-06 | |
| 2021-09-30 | $2,538 | 17 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $2,470 | 17 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $2,577 | 17 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $2,164 | 17 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,565 | 17 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,767 | 17 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,758 | 17 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||