Position in MTB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$259,668
+$29,382 QoQ
Shares Held
1,091
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#812
of 1,144 holders
Holding Since
Mar 2020
22 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, 2026WBH ADVISORY INC holds $1,923,811 across 3 Banks - Regional names. MTB ranks #3 (13.5% 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 | $259,668 | 1,091 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $230,286 | 1,114 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $227,470 | 1,129 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $223,112 | 1,129 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $220,566 | 1,137 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $339,267 | 1,898 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $268,478 | 1,428 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $255,424 | 1,434 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $229,461 | 1,516 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $213,505 | 1,468 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $208,635 | 1,522 | Shares | Sole | 2024-01-09 | |
| 2023-06-30 | $207,421 | 1,676 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $236,389 | 1,977 | Shares | Sole | 2023-04-20 | |
| 2022-09-30 | $353,874 | 2,007 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $319,895 | 2,007 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $340,186 | 2,007 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $252,085 | 1,688 | Shares | Sole | 2021-10-25 | |
| 2021-06-30 | $247,462 | 1,703 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $258,191 | 1,703 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $228,248 | 1,793 | Shares | Sole | 2021-01-21 | |
| 2020-06-30 | $212,618 | 2,045 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $224,339 | 2,169 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||