West Branch Capital LLC

Position in MTB — M&T Bank Corp

CIK 1738723 AMHERST, MA

Position in MTB

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$538,616

+$50,551 QoQ

Shares Held

2,263

-4.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#621

of 1,144 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

West Branch Capital LLC holds $617,429 across 4 Banks - Regional names. MTB ranks #1 (87.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp This page	2,263	$538,616
2	PNC	Pnc Financial Services Group, Inc.	315	$77,559
3	USB	US Bancorp De	15	$906
4	TFC	Truist Financial Corp	7	$348

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$538,616	2,263	-4.2%	Shares	Sole	2026-07-10
2026-03-31	$488,065	2,361	-14.0%	Shares	Sole	2026-04-14
2025-12-31	$553,264	2,746	-14.4%	Shares	Sole	2026-01-16
2025-09-30	$634,162	3,209	-3.6%	Shares	Sole	2025-10-21
2025-06-30	$645,792	3,329	-19.8%	Shares	Sole	2025-07-16
2025-03-31	$741,812	4,150	+0.2%	Shares	Sole	2025-04-16
2024-12-31	$778,737	4,142	0.0%	Shares	Sole	2025-01-17
2024-09-30	$737,773	4,142	+0.1%	Shares	Sole	2024-10-18
2024-06-30	$626,479	4,139	0.0%	Shares	Sole	2024-07-26
2024-03-31	$601,976	4,139	0.0%	Shares	Sole	2024-04-24
2023-12-31	$567,374	4,139	-4.6%	Shares	Sole	2024-01-19
2023-09-30	$548,666	4,339	0.0%	Shares	Sole	2023-10-20
2023-06-30	$536,994	4,339	0.0%	Shares	Sole	2023-08-07
2023-03-31	$518,814	4,339	0.0%	Shares	Sole	2023-04-20
2022-12-31	$629,415	4,339	0.0%	Shares	Sole	2023-01-27
2022-09-30	$765,052	4,339	-3.6%	Shares	Sole	2022-10-19
2022-06-30	$717,095	4,499	0.0%	Shares	Sole	2022-07-28
2022-03-31	$762,580	4,499	0.0%	Shares	Sole	2022-05-03
2021-09-30	$671,880	4,499	0.0%	Shares	Sole	2021-11-09
2021-06-30	$653,749	4,499	0.0%	Shares	Sole	2021-08-17
2021-03-31	$682,093	4,499	0.0%	Shares	Sole	2021-05-14
2020-12-31	$572,722	4,499	0.0%	Shares	Sole	2021-02-08
2020-09-30	$414,312	4,499	0.0%	Shares	Sole	2020-10-13
2020-06-30	$467,761	4,499	0.0%	Shares	Sole	2020-07-08
2020-03-31	$465,331	4,499	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.