Position in MTB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$396,286
-$85,785 QoQ
Shares Held
1,665
-28.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#163
of 315 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026BAR HARBOR WEALTH MANAGEMENT holds $15,820,845 across 4 Banks - Regional names. MTB ranks #3 (2.5% of the industry book) .
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,286 | 1,665 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $482,071 | 2,332 | Shares | Defined | 2026-04-17 | |
| 2025-12-31 | $498,058 | 2,472 | Shares | Defined | 2026-01-22 | |
| 2025-09-30 | $572,307 | 2,896 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $561,795 | 2,896 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $517,660 | 2,896 | Shares | Defined | 2025-04-16 | |
| 2024-12-31 | $440,883 | 2,345 | Shares | Defined | 2025-01-13 | |
| 2024-09-30 | $417,691 | 2,345 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $354,939 | 2,345 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $349,637 | 2,404 | Shares | Defined | 2024-04-24 | |
| 2023-12-31 | $329,540 | 2,404 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $303,985 | 2,404 | Shares | Defined | 2023-11-28 | |
| 2023-06-30 | $297,519 | 2,404 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $346,513 | 2,898 | Shares | Defined | 2023-04-24 | |
| 2022-12-31 | $452,297 | 3,118 | Shares | Defined | 2023-06-09 | |
| 2022-09-30 | $549,765 | 3,118 | Shares | Defined | 2022-10-24 | |
| 2022-06-30 | $513,235 | 3,220 | Shares | Defined | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||