Position in MTB
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,628,540
-$57,243 QoQ
Shares Held
7,878
-5.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 3%
Shared 0%
None 97%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026CWM, LLC holds $206,351,240 across 285 Banks - Regional names. MTB ranks #24 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
174,338 | $36,277,994 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
225,549 | $13,526,173 | |
| 3 | USB |
US Bancorp De
|
241,668 | $12,569,152 | |
| 4 | PNFP |
Pinnacle Financial Partners, Inc.
|
131,724 | $11,346,705 | |
| 5 | PB |
Prosperity Bancshares Inc
|
130,471 | $8,765,041 | |
| 6 | BPOP |
Popular, Inc.
|
44,953 | $6,031,344 | |
| 7 | TFC |
Truist Financial Corp
|
123,198 | $5,663,412 | |
| 8 | FHN |
First Horizon Corp
|
190,735 | $4,341,128 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,628,540 | 7,878 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,685,783 | 8,367 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $1,405,473 | 7,112 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,118,740 | 5,767 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,167,595 | 6,532 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $1,262,487 | 6,715 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,087,778 | 6,107 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $847,010 | 5,596 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $783,194 | 5,385 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $642,631 | 4,688 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $639,710 | 5,059 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $589,963 | 4,767 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $439,180 | 3,673 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $539,333 | 3,718 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $832,054 | 4,719 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $717,892 | 4,504 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $285,268 | 1,683 | Shares | Sole | 2022-04-21 | |
| 2021-06-30 | $144,728 | 996 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $151,003 | 996 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $126,790 | 996 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $91,721 | 996 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $103,554 | 996 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $103,016 | 996 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||