Position in MTB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,332
+$438 QoQ
Shares Held
14
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,078
of 1,144 holders
Holding Since
Mar 2020
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026VALLEY WEALTH MANAGERS, INC. holds $43,554,710 across 8 Banks - Regional names. MTB ranks #8 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFG |
Citizens Financial Group Inc/Ri
|
449,107 | $31,468,926 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
25,113 | $6,183,322 | |
| 3 | USB |
US Bancorp De
|
92,049 | $5,559,758 | |
| 4 | VLY |
Valley National Bancorp
|
19,191 | $281,147 | |
| 5 | TFC |
Truist Financial Corp
|
619 | $30,838 | |
| 6 | PB |
Prosperity Bancshares Inc
|
216 | $15,774 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
655 | $11,613 | |
| 8 | MTB |
M&T Bank Corp
This page
|
14 | $3,332 |
All Filings in MTB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,332 | 14 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,894 | 14 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,820 | 14 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $2,766 | 14 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $2,715 | 14 | Shares | Sole | 2025-08-06 | |
| 2023-06-30 | $15,470 | 125 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $14,946 | 125 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $18,132 | 125 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $22,040 | 125 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $19,923 | 125 | Shares | Sole | 2022-11-16 | |
| 2020-09-30 | $7,806,284 | 84,768 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $10,984,117 | 105,647 | Shares | Sole | 2020-07-28 | |
| 2020-03-31 | $10,506,522 | 101,581 | Shares | Sole | 2020-04-24 | |
| No filing history on record for this holder in this stock. | ||||||