Position in MTB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$210,638
+$1,438 QoQ
Shares Held
885
-12.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#870
of 1,144 holders
Holding Since
Mar 2020
22 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, 2026Focused Wealth Management, Inc holds $1,446,062 across 5 Banks - Regional names. MTB ranks #4 (14.6% of the industry book) .
All Filings in MTB
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $210,638 | 885 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $209,200 | 1,012 | Shares | Sole | 2026-04-20 | |
| 2025-03-31 | $326,040 | 1,824 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $325,445 | 1,731 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $404,510 | 2,271 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $345,252 | 2,281 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $326,658 | 2,246 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $312,405 | 2,279 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $287,167 | 2,271 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $285,143 | 2,304 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $236,629 | 1,979 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $89,647 | 618 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $108,965 | 618 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $98,503 | 618 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $104,751 | 618 | Shares | Sole | 2022-04-29 | |
| 2021-09-30 | $92,292 | 618 | Shares | Sole | 2021-10-12 | |
| 2021-06-30 | $89,801 | 618 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $93,694 | 618 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $78,671 | 618 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $56,911 | 618 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $64,253 | 618 | Shares | Sole | 2020-07-24 | |
| 2020-03-31 | $63,919 | 618 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||