Position in MTB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$119,005
-$216,915 QoQ
Shares Held
500
-69.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#311
of 427 holders
Holding Since
Sep 2023
11 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, 2026Community Financial Services Group, LLC holds $38,672,286 across 10 Banks - Regional names. MTB ranks #6 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CMTV |
Community Bancorp /Vt
|
696,493 | $27,232,876 | |
| 2 | PNC |
Pnc Financial Services Group, Inc.
|
39,907 | $9,825,900 | |
| 3 | RF |
Regions Financial Corp
|
21,898 | $661,319 | |
| 4 | BHB |
Bar Harbor Bankshares
|
11,344 | $428,349 | |
| 5 | UNB |
Union Bankshares Inc
|
7,180 | $174,186 | |
| 6 | MTB |
M&T Bank Corp
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|
500 | $119,005 | |
| 7 | EWBC |
East West Bancorp Inc
|
905 | $116,825 | |
| 8 | CBU |
Community Financial System, Inc.
|
1,389 | $93,229 |
All Filings in MTB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $119,005 | 500 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $335,920 | 1,625 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $375,760 | 1,865 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $392,078 | 1,984 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $361,791 | 1,865 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $333,368 | 1,865 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $350,638 | 1,865 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $332,193 | 1,865 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $282,286 | 1,865 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $271,245 | 1,865 | Shares | Sole | 2024-04-23 | |
| 2023-09-30 | $235,829 | 1,865 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||