Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$333,928
+$43,900 QoQ
Shares Held
1,403
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.50%
of 13F equity value
Holder Rank
#735
of 1,144 holders
Holding Since
Sep 2023
3 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, 2026COOPER/HAIMS ADVISORS, LLC holds $577,506 across 2 Banks - Regional names. MTB ranks #1 (57.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
1,403 | $333,928 | |
| 2 | TMP |
Tompkins Financial Corp
|
2,577 | $243,578 |
All Filings in MTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $333,928 | 1,403 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $290,028 | 1,403 | Shares | Sole | 2026-05-12 | |
| 2023-09-30 | $277,431 | 2,194 | Shares | Sole | 2023-11-09 | |
| No filing history on record for this holder in this stock. | ||||||