W.G. Shaheen & Associates DBA Whitney & Co

Position in MTB — M&T Bank Corp

CIK 1577001 ROCHESTER, NY

Position in MTB

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$249,910

+$32,854 QoQ

Shares Held

1,050

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#826

of 1,144 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $3,407,674 across 5 Banks - Regional names. MTB ranks #4 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	8,035	$1,978,377
2	TMP	Tompkins Financial Corp	5,230	$494,339
3	TFC	Truist Financial Corp	9,177	$457,198
4	MTB	M&T Bank Corp This page	1,050	$249,910
5	IBOC	International Bancshares Corp	3,000	$227,850

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$249,910	1,050	0.0%	Shares	Sole	2026-07-28
2026-03-31	$217,056	1,050	0.0%	Shares	Sole	2026-05-05
2025-12-31	$211,554	1,050	0.0%	Shares	Sole	2026-01-30
2025-09-30	$207,501	1,050	0.0%	Shares	Sole	2025-11-07
2025-06-30	$203,689	1,050	-2.4%	Shares	Sole	2025-08-05
2024-12-31	$202,298	1,076	-30.6%	Shares	Sole	2025-02-04
2021-09-30	$231,477	1,550	0.0%	Shares	Sole	2021-11-12
2021-06-30	$225,230	1,550	0.0%	Shares	Sole	2021-08-13
2021-03-31	$234,995	1,550	0.0%	Shares	Sole	2021-05-11
2020-12-31	$197,315	1,550	-28.3%	Shares	Sole	2021-02-10
2020-06-30	$224,887	2,163	0.0%	Shares	Sole	2020-08-13
2020-03-31	$223,719	2,163	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.