Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$33,083
+$8,277 QoQ
Shares Held
139
+15.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#963
of 1,144 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Bogart Wealth, LLC holds $31,172,561 across 47 Banks - Regional names. MTB ranks #9 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
66,623 | $16,403,915 | |
| 2 | TFC |
Truist Financial Corp
|
271,399 | $13,521,098 | |
| 3 | RF |
Regions Financial Corp
|
13,346 | $403,049 | |
| 4 | USB |
US Bancorp De
|
4,289 | $259,055 | |
| 5 | KEY |
Keycorp /New/
|
6,823 | $157,270 | |
| 6 | NKSH |
National Bankshares Inc
|
2,002 | $72,732 | |
| 7 | ZION |
Zions Bancorporation, National Association /Ut/
|
574 | $39,715 | |
| 8 | UBSI |
United Bankshares Inc/Wv
|
776 | $35,564 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,083 | 139 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $24,806 | 120 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $7,253 | 36 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $7,904 | 40 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $6,789 | 35 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,647 | 26 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $3,760 | 20 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $3,562 | 20 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $3,027 | 20 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,908 | 20 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $2,741 | 20 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $8,092 | 64 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $7,920 | 64 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $11,120 | 93 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $6,382 | 44 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $7,758 | 44 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $7,013 | 44 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||