Position in MTB
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,819,348
+$239,181 QoQ
Shares Held
7,644
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#384
of 1,144 holders
Holding Since
Jun 2022
17 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, 2026Connecticut Wealth Management, LLC holds $3,644,310 across 4 Banks - Regional names. MTB ranks #1 (49.9% of the industry book) .
All Filings in MTB
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,819,348 | 7,644 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,580,167 | 7,644 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,808,283 | 8,975 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,519,104 | 7,687 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,491,201 | 7,687 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,374,051 | 7,687 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,480,014 | 7,872 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $1,369,208 | 7,687 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $705,337 | 4,660 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $677,314 | 4,657 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $987,935 | 7,207 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $935,730 | 7,400 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $422,887 | 3,417 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $459,746 | 3,845 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $323,193 | 2,228 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $247,200 | 1,402 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $219,320 | 1,376 | Shares | Sole | 2022-07-12 | |
| No filing history on record for this holder in this stock. | ||||||