Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$60,135,605
+$13,449,341 QoQ
Shares Held
252,660
+11.9% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#73
of 1,144 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026JONES FINANCIAL COMPANIES LLLP holds $1,476,273,582 across 221 Banks - Regional names. MTB ranks #6 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NWG |
NatWest Group plc
|
12,497,549 | $220,331,788 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
16,833,587 | $161,265,762 | |
| 3 | USB |
US Bancorp De
|
2,068,489 | $124,936,735 | |
| 4 | TFC |
Truist Financial Corp
|
2,329,997 | $116,080,449 | |
| 5 | HDB |
Hdfc Bank Ltd
|
4,305,287 | $111,205,562 | |
| 6 | MTB |
M&T Bank Corp
This page
|
252,660 | $60,135,605 | |
| 7 | BBD |
Bank Bradesco
|
17,095,421 | $59,321,110 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
798,677 | $55,963,296 |
All Filings in MTB
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,135,605 | 252,660 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $46,686,264 | 225,843 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $2,138,709 | 10,615 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,921,458 | 9,723 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $1,644,452 | 8,477 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,327,754 | 7,428 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $1,002,844 | 5,334 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $238,501 | 1,339 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $63,116 | 417 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $38,832 | 267 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $21,109 | 154 | Shares | Sole | 2024-02-13 | |
| 2022-12-31 | $5,657 | 39 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $6,876 | 39 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $26,139 | 164 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $40,341 | 238 | Shares | Sole | 2022-05-02 | |
| 2021-09-30 | $11,051 | 74 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $10,752 | 74 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,364 | 9 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $2,036 | 16 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||