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XML Financial, LLC

Position in MTB — M&T Bank Corp

CIK 1800465 BETHESDA, MD

Position in MTB

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$475,067
+$64,315 QoQ
Shares Held
1,996
+0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#652
of 1,144 holders
Holding Since
Mar 2020
25 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, 2026

XML Financial, LLC holds $8,621,479 across 7 Banks - Regional names. MTB ranks #4 (5.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
4 MTB
M&T Bank Corp
This page
1,996 $475,067

All Filings in MTB

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $475,067 1,996
2026-03-31 $410,752 1,987
2025-12-31 $684,629 3,398
2025-09-30 $744,632 3,768
2025-06-30 $767,036 3,954
2025-03-31 $704,275 3,940
2024-12-31 $738,127 3,926
2024-09-30 $696,805 3,912
2024-06-30 $590,001 3,898
2024-03-31 $561,980 3,864
2023-12-31 $529,677 3,864
2023-09-30 $407,295 3,221
2023-06-30 $459,520 3,713
2023-03-31 $260,782 2,181
2022-12-31 $314,345 2,167
2022-09-30 $379,969 2,155
2022-06-30 $215,176 1,350
2022-03-31 $435,445 2,569
2021-09-30 $382,310 2,560
2021-06-30 $369,378 2,542
2021-03-31 $382,512 2,523
2020-12-31 $320,159 2,515
2020-09-30 $229,672 2,494
2020-06-30 $263,356 2,533
2020-03-31 $259,195 2,506