Position in MTB
as of Mar 31, 2026
· filed Apr 20, 2026
Position Value
$6,615
+$1,981 QoQ
Shares Held
32
+39.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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 Mar 31, 2026BROWN, LISLE/CUMMINGS, INC. holds $4,514,106 across 35 Banks - Regional names. MTB ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WASH |
Washington Trust Bancorp Inc
|
47,098 | $1,575,899 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
23,925 | $1,434,782 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,283 | $1,099,339 | |
| 4 | TFC |
Truist Financial Corp
|
1,340 | $61,599 | |
| 5 | BBT |
Beacon Financial Corp
|
1,893 | $56,790 | |
| 6 | CBU |
Community Financial System, Inc.
|
968 | $56,773 | |
| 7 | VLY |
Valley National Bancorp
|
4,400 | $54,032 | |
| 8 | AROW |
Arrow Financial Corp
|
1,322 | $44,379 |
All Filings in MTB
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,615 | 32 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,634 | 23 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $4,545 | 23 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $4,461 | 23 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $4,111 | 23 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||