Position in MTB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$439,128
+$197,266 QoQ
Shares Held
1,845
+57.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#669
of 1,144 holders
Holding Since
Jun 2022
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 Jun 30, 2026Heartwood Wealth Advisors LLC holds $439,128 across 1 Banks - Regional name. MTB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
1,845 | $439,128 |
All Filings in MTB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $439,128 | 1,845 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $241,862 | 1,170 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $239,761 | 1,190 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $262,834 | 1,330 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $226,968 | 1,170 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $210,925 | 1,180 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $221,851 | 1,180 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $210,181 | 1,180 | Shares | Sole | 2024-10-07 | |
| 2022-12-31 | $201,633 | 1,390 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $245,084 | 1,390 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $222,349 | 1,395 | Shares | Sole | 2022-07-25 | |
| No filing history on record for this holder in this stock. | ||||||