Position in MTB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$278,947
+$47,214 QoQ
Shares Held
1,172
+4.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#785
of 1,127 holders
Holding Since
Jun 2022
9 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, 2026YHB Investment Advisors, Inc. holds $1,099,820 across 4 Banks - Regional names. MTB ranks #2 (25.4% of the industry book) .
All Filings in MTB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $278,947 | 1,172 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $231,733 | 1,121 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $243,992 | 1,211 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $239,317 | 1,211 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $234,921 | 1,211 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $228,978 | 1,281 | Shares | Sole | 2025-04-23 | |
| 2022-12-31 | $492,913 | 3,398 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $674,071 | 3,823 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $608,391 | 3,817 | Shares | Sole | 2022-07-14 | |
| No filing history on record for this holder in this stock. | ||||||