Mascoma Wealth Management LLC

Position in MTB — M&T Bank Corp

CIK 1695664 HANOVER, NH

Position in MTB

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$60,216

+$8,330 QoQ

Shares Held

253

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#937

of 1,144 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Mascoma Wealth Management LLC holds $310,734 across 8 Banks - Regional names. MTB ranks #2 (19.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EBC	Eastern Bankshares, Inc.	9,912	$220,442
2	MTB	M&T Bank Corp This page	253	$60,216
3	USB	US Bancorp De	235	$14,194
4	BHB	Bar Harbor Bankshares	290	$10,950
5	FITB	Fifth Third Bancorp	41	$2,311
6	BAP	Credicorp Ltd	4	$1,558
7	UMBF	Umb Financial Corp	4	$571
8	PNC	Pnc Financial Services Group, Inc.	2	$492

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$60,216	253	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$51,886	251	+0.4%	Shares	Sole	2026-04-30
2025-12-31	$50,370	250	+0.8%	Shares	Sole	2026-02-04
2025-09-30	$49,009	248	+0.8%	Shares	Sole	2025-10-28
2025-06-30	$47,721	246	+0.4%	Shares	Sole	2025-07-22
2025-03-31	$43,793	245	+0.8%	Shares	Sole	2025-04-24
2024-12-31	$45,686	243	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$43,105	242	+15.2%	Shares	Sole	2024-11-05
2024-06-30	$31,785	210	-47.5%	Shares	Sole	2024-08-02
2024-03-31	$58,176	400	-0.2%	Shares	Sole	2024-05-02
2023-12-31	$54,969	401	+105.6%	Shares	Sole	2024-01-24
2023-09-30	$24,657	195	0.0%	Shares	Sole	2023-10-13
2023-06-30	$24,133	195	-59.1%	Shares	Sole	2023-08-09
2023-03-31	$57,034	477	0.0%	Shares	Sole	2023-05-01
2022-12-31	$69,193	477	+119.8%	Shares	Sole	2023-01-24
2022-09-30	$38,261	217	-50.0%	Shares	Sole	2022-10-18
2022-06-30	$69,175	434	—	Shares	Sole	2022-07-14
No filing history on record for this holder in this stock.