Position in MTB
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$912,292
+$716,649 QoQ
Shares Held
3,833
+287.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#511
of 1,144 holders
Holding Since
Mar 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, 2026CI INVESTMENTS INC. holds $89,389,116 across 19 Banks - Regional names. MTB ranks #12 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NU |
Nu Holdings Ltd.
|
2,294,373 | $30,652,823 | |
| 2 | BAP |
Credicorp Ltd
|
47,538 | $18,519,854 | |
| 3 | OZK |
Bank OZK
|
163,780 | $8,531,300 | |
| 4 | AX |
Axos Financial, Inc.
|
76,417 | $7,442,251 | |
| 5 | CFG |
Citizens Financial Group Inc/Ri
|
80,934 | $5,671,045 | |
| 6 | EWBC |
East West Bancorp Inc
|
28,351 | $3,659,830 | |
| 7 | FITB |
Fifth Third Bancorp
|
49,857 | $2,810,439 | |
| 8 | USB |
US Bancorp De
|
42,429 | $2,562,711 |
All Filings in MTB
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $912,292 | 3,833 | Shares | Sole | 2026-08-13 | |
| 2025-09-30 | $195,643 | 990 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $172,845 | 891 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $150,150 | 840 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $203,802 | 1,084 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $142,674 | 801 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $130,169 | 860 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $116,788 | 803 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $66,895 | 488 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $470,646 | 3,722 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $447,763 | 3,618 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $423,636 | 3,543 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $531,209 | 3,662 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $41,787 | 237 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,825 | 24 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,712 | 16 | Shares | Sole | 2022-05-12 | |
| 2021-09-30 | $2,389 | 16 | Shares | Sole | 2021-11-12 | |
| 2021-03-31 | $314,590 | 2,075 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $296,990 | 2,333 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $179,667 | 1,951 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $5,995,637 | 57,667 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $7,012,554 | 67,800 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||