Position in MTB
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$675,974
+$17,135 QoQ
Shares Held
3,270
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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 Mar 31, 2026Western Wealth Management, LLC holds $11,314,837 across 35 Banks - Regional names. MTB ranks #5 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FMBH |
First Mid Bancshares, Inc.
|
84,964 | $3,499,667 | |
| 2 | USB |
US Bancorp De
|
47,219 | $2,455,859 | |
| 3 | FCNCA |
First Citizens Bancshares Inc /De/
|
793 | $1,494,535 | |
| 4 | RF |
Regions Financial Corp
|
29,014 | $757,845 | |
| 5 | MTB |
M&T Bank Corp
This page
|
3,270 | $675,974 | |
| 6 | AX |
Axos Financial, Inc.
|
4,854 | $413,026 | |
| 7 | FITB |
Fifth Third Bancorp
|
7,565 | $351,469 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
1,481 | $308,181 |
All Filings in MTB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $675,974 | 3,270 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $658,839 | 3,270 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $646,217 | 3,270 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $634,347 | 3,270 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $584,512 | 3,270 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $595,803 | 3,169 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $564,462 | 3,169 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $479,659 | 3,169 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $462,790 | 3,182 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $431,802 | 3,150 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $398,317 | 3,150 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||