Position in MTB
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$489,824
+$66,875 QoQ
Shares Held
2,058
+0.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#643
of 1,144 holders
Holding Since
Dec 2020
22 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, 2026Welch & Forbes LLC holds $5,769,939 across 5 Banks - Regional names. MTB ranks #4 (8.5% of the industry book) .
All Filings in MTB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $489,824 | 2,058 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $422,949 | 2,046 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $412,228 | 2,046 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $404,330 | 2,046 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $396,903 | 2,046 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $365,722 | 2,046 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $384,292 | 2,044 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $364,077 | 2,044 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $309,379 | 2,044 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $323,458 | 2,224 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $307,333 | 2,242 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $261,119 | 2,065 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $300,736 | 2,430 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $288,402 | 2,412 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $349,884 | 2,412 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $425,283 | 2,412 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $384,448 | 2,412 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $324,592 | 1,915 | Shares | Sole | 2022-04-25 | |
| 2021-09-30 | $285,986 | 1,915 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $278,268 | 1,915 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $290,333 | 1,915 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $243,779 | 1,915 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||