Position in MTB
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$453,409
+$223,950 QoQ
Shares Held
1,905
+71.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#665
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, 2026Clearstead Advisors, LLC holds $66,467,364 across 194 Banks - Regional names. MTB ranks #17 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KEY |
Keycorp /New/
|
895,538 | $20,642,150 | |
| 2 | TFC |
Truist Financial Corp
|
148,625 | $7,404,497 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
27,966 | $6,885,788 | |
| 4 | FITB |
Fifth Third Bancorp
|
114,584 | $6,459,100 | |
| 5 | TFSL |
TFS Financial CORP
|
238,605 | $4,228,080 | |
| 6 | HBAN |
Huntington Bancshares Inc /Md/
|
213,052 | $3,777,411 | |
| 7 | FCNCA |
First Citizens Bancshares Inc /De/
|
1,058 | $2,201,475 | |
| 8 | FMNB |
Farmers National Banc Corp /Oh/
|
105,002 | $1,533,029 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $453,409 | 1,905 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $229,459 | 1,110 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $184,152 | 914 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $438,716 | 2,220 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $428,911 | 2,211 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $344,630 | 1,928 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $376,584 | 2,003 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $504,792 | 2,834 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $425,775 | 2,813 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $12,362 | 85 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $40,849 | 298 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $36,038 | 285 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $35,271 | 285 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $27,740 | 232 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $113,436 | 782 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $15,516 | 88 | Shares | Sole | 2022-11-15 | |
| 2021-09-30 | $89,305 | 598 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $58,124 | 400 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $60,644 | 400 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $50,920 | 400 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $36,836 | 400 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $41,588 | 400 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $41,372 | 400 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||