Position in MTB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$605,497
+$80,015 QoQ
Shares Held
2,544
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#579
of 1,127 holders
Holding Since
Dec 2022
15 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 Jun 30, 2026Joel Isaacson & Co., LLC holds $16,046,934 across 6 Banks - Regional names. MTB ranks #3 (3.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
48,502 | $11,942,162 | |
| 2 | HAPN |
Happen, Inc.
|
120,301 | $2,495,042 | |
| 3 | MTB |
M&T Bank Corp
This page
|
2,544 | $605,497 | |
| 4 | MCB |
Metropolitan Bank Holding Corp.
|
4,868 | $480,763 | |
| 5 | TFC |
Truist Financial Corp
|
5,713 | $284,621 | |
| 6 | BBT |
Beacon Financial Corp
|
7,844 | $238,849 |
All Filings in MTB
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $605,497 | 2,544 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $525,482 | 2,542 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $481,537 | 2,390 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $471,718 | 2,387 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $348,212 | 1,795 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $320,320 | 1,792 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $336,537 | 1,790 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $318,300 | 1,787 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $270,177 | 1,785 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $258,737 | 1,779 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $243,454 | 1,776 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $224,195 | 1,773 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $218,931 | 1,769 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $297,251 | 2,486 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $360,329 | 2,484 | Shares | Sole | 2023-01-27 | |
| No filing history on record for this holder in this stock. | ||||||