GRIMES & Co WEALTH MANAGEMENT, LLC

Position in MTB — M&T Bank Corp

CIK 1321993 WESTBOROUGH, MA

Position in MTB

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$1,258,924

-$84,947 QoQ

Shares Held

6,090

-8.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Financial Services · as of Mar 31, 2026

GRIMES & Co WEALTH MANAGEMENT, LLC holds $37,605,712 across 9 Banks - Regional names. MTB ranks #5 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	836,607	$21,852,174
2	ZION	Zions Bancorporation, National Association /Ut/	120,989	$6,971,386
3	USB	US Bancorp De	81,423	$4,234,810
4	CFG	Citizens Financial Group Inc/Ri	24,988	$1,498,530
5	MTB	M&T Bank Corp This page	6,090	$1,258,924
6	TRMK	Trustmark Corp	19,755	$832,475
7	EBC	Eastern Bankshares, Inc.	21,309	$416,804
8	ECBK	ECB Bancorp, Inc. /MD/	20,000	$334,600

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.