CHARTER RESEARCH & INVESTMENT GROUP, INC.

Position in MTB — M&T Bank Corp

CIK 1666624 SOUTHPORT, CT

Position in MTB

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,103,770

+$247,838 QoQ

Shares Held

8,839

-1.5% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

1.33%

of 13F equity value

Holder Rank

#360

of 1,144 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CHARTER RESEARCH & INVESTMENT GROUP, INC. holds $2,503,134 across 2 Banks - Regional names. MTB ranks #1 (84.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MTB	M&T Bank Corp This page	8,839	$2,103,770
2	USB	US Bancorp De	6,612	$399,364

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,103,770	8,839	-1.5%	Shares	Sole	2026-08-13
2026-03-31	$1,855,932	8,978	-0.3%	Shares	Sole	2026-05-12
2025-12-31	$1,813,521	9,001	+0.3%	Shares	Sole	2026-02-10
2025-09-30	$1,772,849	8,971	+1.0%	Shares	Sole	2025-11-12
2025-06-30	$1,722,243	8,878	-5.9%	Shares	Sole	2025-08-08
2025-03-31	$1,686,506	9,435	-0.3%	Shares	Sole	2025-05-12
2024-12-31	$1,778,574	9,460	-1.8%	Shares	Sole	2025-02-12
2024-09-30	$1,715,117	9,629	-5.2%	Shares	Sole	2024-11-12
2024-06-30	$1,537,363	10,157	-2.2%	Shares	Sole	2024-08-14
2024-03-31	$1,510,394	10,385	-9.6%	Shares	Sole	2024-05-13
2023-12-31	$1,574,775	11,488	+3.7%	Shares	Sole	2024-02-12
2023-09-30	$1,400,813	11,078	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,371,013	11,078	-0.3%	Shares	Sole	2023-08-10
2023-03-31	$1,329,140	11,116	-3.3%	Shares	Sole	2023-05-08
2022-12-31	$1,668,044	11,499	-0.5%	Shares	Sole	2023-02-13
2022-09-30	$2,038,082	11,559	-1.6%	Shares	Sole	2022-11-10
2022-06-30	$1,872,991	11,751	—	Shares	Sole	2022-08-10
No filing history on record for this holder in this stock.