GRIMES & Co WEALTH MANAGEMENT, LLC

Position in MTB — M&T Bank Corp

CIK 1321993 WESTBOROUGH, MA

Position in MTB

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$1,449,718

+$190,794 QoQ

Shares Held

6,091

+0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#420

of 1,144 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $45,019,982 across 9 Banks - Regional names. MTB ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	835,596	$25,234,999
2	ZION	Zions Bancorporation, National Association /Ut/	121,221	$8,387,280
3	USB	US Bancorp \De\	89,299	$5,393,658
4	CFG	Citizens Financial Group Inc/Ri	37,150	$2,603,100
5	MTB	M&T Bank Corp This page	6,091	$1,449,718
6	TRMK	Trustmark Corp	17,883	$822,796
7	EBC	Eastern Bankshares, Inc.	21,411	$476,180
8	ECBK	ECB Bancorp, Inc. /MD/	20,000	$401,600

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,449,718	6,091	+0.0%	Shares	Other	2026-07-17
2026-03-31	$1,258,924	6,090	-8.7%	Shares	Other	2026-04-21
2025-12-31	$1,343,871	6,670	+0.3%	Shares	Sole	2026-02-03
2025-09-30	$1,313,975	6,649	+197.6%	Shares	Sole	2025-10-27
2025-06-30	$433,373	2,234	+0.6%	Shares	Sole	2025-07-22
2025-03-31	$397,003	2,221	-2.4%	Shares	Sole	2025-04-17
2024-12-31	$427,722	2,275	-20.4%	Shares	Sole	2025-01-21
2024-09-30	$509,066	2,858	+1.0%	Shares	Sole	2024-10-22
2024-06-30	$428,500	2,831	+24.5%	Shares	Sole	2024-07-22
2024-03-31	$330,730	2,274	+16.9%	Shares	Sole	2024-04-17
2023-12-31	$266,757	1,946	-0.4%	Shares	Sole	2024-01-24
2023-09-30	$246,956	1,953	+0.8%	Shares	Sole	2023-10-19
2023-06-30	$239,846	1,938	—	Shares	Sole	2023-07-19
No filing history on record for this holder in this stock.