Position in MTB
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$286,564
+$37,467 QoQ
Shares Held
1,204
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#781
of 1,144 holders
Holding Since
Jun 2022
12 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, 2026Successful Portfolios LLC holds $1,071,513 across 3 Banks - Regional names. MTB ranks #2 (26.7% of the industry book) .
All Filings in MTB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,564 | 1,204 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $249,097 | 1,205 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $247,014 | 1,226 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $243,270 | 1,231 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $251,993 | 1,299 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $233,090 | 1,304 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $246,105 | 1,309 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $233,159 | 1,309 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $200,249 | 1,323 | Shares | Sole | 2024-07-12 | |
| 2022-12-31 | $215,994 | 1,489 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $279,114 | 1,583 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $267,775 | 1,680 | Shares | Sole | 2022-07-22 | |
| No filing history on record for this holder in this stock. | ||||||