Position in MTB
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$392,716
+$62,791 QoQ
Shares Held
1,650
+3.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#698
of 1,144 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CX Institutional holds $9,421,955 across 40 Banks - Regional names. MTB ranks #10 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
24,831 | $1,499,792 | |
| 2 | FITB |
Fifth Third Bancorp
|
19,489 | $1,098,594 | |
| 3 | GBCI |
Glacier Bancorp, Inc.
|
16,675 | $860,096 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
3,024 | $744,569 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
39,648 | $702,959 | |
| 6 | BOKF |
Bok Financial Corp
|
5,000 | $694,400 | |
| 7 | TFC |
Truist Financial Corp
|
12,788 | $637,098 | |
| 8 | CFG |
Citizens Financial Group Inc/Ri
|
6,930 | $485,585 |
All Filings in MTB
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $392,716 | 1,650 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $329,925 | 1,596 | Shares | Sole | 2026-04-06 | |
| 2025-12-31 | $326,800 | 1,622 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $316,784 | 1,603 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $306,504 | 1,580 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $242,385 | 1,356 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $256,821 | 1,366 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $241,352 | 1,355 | Shares | Sole | 2024-10-11 | |
| 2022-06-30 | $66,306 | 416 | Shares | Sole | 2022-08-02 | |
| 2021-09-30 | $40,471 | 271 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $30,805 | 212 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $28,047 | 185 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $18,458 | 145 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $16,944 | 184 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $26,096 | 251 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $19,858 | 192 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||