Position in MTB
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$16,124
+$4,842 QoQ
Shares Held
78
+39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
18 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, 2026BOKF, NA holds $79,430,356 across 25 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BOKF |
Bok Financial Corp
|
129,350 | $17,964,128 | |
| 2 | TFC |
Truist Financial Corp
|
322,566 | $16,070,237 | |
| 3 | CFG |
Citizens Financial Group Inc/Ri
|
212,690 | $14,903,187 | |
| 4 | USB |
US Bancorp De
|
182,307 | $11,011,342 | |
| 5 | PNC |
Pnc Financial Services Group, Inc.
|
16,389 | $4,035,298 | |
| 6 | FITB |
Fifth Third Bancorp
|
67,466 | $3,803,058 | |
| 7 | KEY |
Keycorp /New/
|
149,085 | $3,436,408 | |
| 8 | PFS |
Provident Financial Services Inc
|
117,212 | $2,770,890 |
All Filings in MTB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,124 | 78 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $11,282 | 56 | Shares | Sole | 2026-02-03 | |
| 2024-09-30 | $356 | 2 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,329 | 22 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $37,087 | 255 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $39,067 | 285 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $39,073 | 309 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $34,776 | 281 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $108,569 | 908 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $5,469,632 | 37,706 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $6,685,877 | 37,919 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $2,691,299 | 16,885 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $417,478 | 2,463 | Shares | Other | 2022-05-13 | |
| 2021-09-30 | $421,436 | 2,822 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $309,586 | 2,042 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $266,056 | 2,090 | Shares | Other | 2021-02-12 | |
| 2020-06-30 | $468,072 | 4,502 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $392,516 | 3,795 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||