Position in MTB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$1,267,165
+$150,877 QoQ
Shares Held
5,324
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#441
of 1,144 holders
Holding Since
Mar 2020
25 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, 2026Parisi Gray Wealth Management holds $3,712,726 across 3 Banks - Regional names. MTB ranks #1 (34.1% of the industry book) .
All Filings in MTB
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,267,165 | 5,324 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,116,288 | 5,400 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,072,679 | 5,324 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,052,128 | 5,324 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,032,802 | 5,324 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $951,665 | 5,324 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,000,965 | 5,324 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $948,310 | 5,324 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $805,840 | 5,324 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $774,322 | 5,324 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $729,813 | 5,324 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $673,219 | 5,324 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $658,898 | 5,324 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $636,590 | 5,324 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $772,299 | 5,324 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $938,727 | 5,324 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $848,592 | 5,324 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $902,418 | 5,324 | Shares | Sole | 2022-05-13 | |
| 2021-09-30 | $795,086 | 5,324 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $773,630 | 5,324 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $807,171 | 5,324 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $677,745 | 5,324 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $490,287 | 5,324 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $553,536 | 5,324 | Shares | Sole | 2020-07-27 | |
| 2020-03-31 | $550,661 | 5,324 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||