Position in MTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$415,093
+$19,588 QoQ
Shares Held
2,008
+2.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
13 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Mar 31, 2026IHT Wealth Management, LLC holds $6,923,362 across 11 Banks - Regional names. MTB ranks #7 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BFC |
Bank First Corp
|
12,277 | $1,658,131 | |
| 2 | UMBF |
Umb Financial Corp
|
8,379 | $945,067 | |
| 3 | USB |
US Bancorp De
|
16,445 | $855,304 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,780 | $786,580 | |
| 5 | TFC |
Truist Financial Corp
|
14,611 | $671,667 | |
| 6 | FITB |
Fifth Third Bancorp
|
10,803 | $501,907 | |
| 7 | MTB |
M&T Bank Corp
This page
|
2,008 | $415,093 | |
| 8 | HBAN |
Huntington Bancshares Inc /Md/
|
21,986 | $344,080 |
All Filings in MTB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $415,093 | 2,008 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $395,505 | 1,963 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $411,642 | 2,083 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $362,761 | 1,870 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $338,731 | 1,895 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $354,962 | 1,888 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $613,979 | 3,447 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $286,221 | 1,891 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $281,571 | 1,936 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $230,157 | 1,679 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $257,578 | 2,037 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $253,460 | 2,048 | Shares | Sole | 2023-08-15 | |
| 2022-09-30 | $287,401 | 1,630 | Shares | Sole | 2022-11-22 | |
| No filing history on record for this holder in this stock. | ||||||