Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$34,987
+$4,600 QoQ
Shares Held
147
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#960
of 1,144 holders
Holding Since
Dec 2023
6 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, 2026EVERMAY WEALTH MANAGEMENT LLC holds $9,815,259 across 12 Banks - Regional names. MTB ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JMSB |
John Marshall Bancorp, Inc.
|
351,149 | $7,655,048 | |
| 2 | AUB |
Atlantic Union Bankshares Corp
|
24,768 | $1,047,934 | |
| 3 | TFC |
Truist Financial Corp
|
5,689 | $283,425 | |
| 4 | UBSI |
United Bankshares Inc/Wv
|
4,159 | $190,606 | |
| 5 | FVCB |
FVCBankcorp, Inc.
|
10,300 | $180,250 | |
| 6 | FULT |
Fulton Financial Corp
|
6,740 | $163,040 | |
| 7 | PNC |
Pnc Financial Services Group, Inc.
|
506 | $124,587 | |
| 8 | EFSI |
Eagle Financial Services Inc
|
2,609 | $108,169 |
All Filings in MTB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,987 | 147 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $30,387 | 147 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $29,617 | 147 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $29,050 | 147 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $28,516 | 147 | Shares | Sole | 2025-07-30 | |
| 2023-12-31 | $411 | 3 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||