Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,219,324
+$210,944 QoQ
Shares Held
5,123
+5.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#451
of 1,144 holders
Holding Since
Mar 2022
17 quarters on record
Voting authority
Sole 24%
Shared 0%
None 76%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026COLDSTREAM CAPITAL MANAGEMENT INC holds $43,367,068 across 51 Banks - Regional names. MTB ranks #8 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp \De\
|
93,828 | $5,667,210 | |
| 2 | RF |
Regions Financial Corp
|
116,229 | $3,510,115 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
11,317 | $2,786,470 | |
| 4 | OZK |
Bank OZK
|
42,346 | $2,205,803 | |
| 5 | CBSH |
Commerce Bancshares Inc /Mo/
|
37,693 | $2,176,770 | |
| 6 | FITB |
Fifth Third Bancorp
|
29,012 | $1,635,406 | |
| 7 | CFG |
Citizens Financial Group Inc/Ri
|
19,453 | $1,363,071 | |
| 8 | MTB |
M&T Bank Corp
This page
|
5,123 | $1,219,324 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,219,324 | 5,123 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,008,380 | 4,878 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $869,789 | 4,317 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,185,917 | 6,001 | Shares | Sole | 2025-11-19 | |
| 2025-06-30 | $944,149 | 4,867 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $675,496 | 3,779 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $821,415 | 4,369 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $657,262 | 3,690 | Shares | Sole | 2024-11-18 | |
| 2024-06-30 | $507,510 | 3,353 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $472,825 | 3,251 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $452,501 | 3,301 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $482,533 | 3,816 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $426,724 | 3,448 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $369,232 | 3,088 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $425,606 | 2,934 | Shares | Sole | 2023-01-10 | |
| 2022-06-30 | $516,582 | 3,241 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $318,999 | 1,882 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||