Position in MTB
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$4,870,398
New position
Shares Held
20,463
first reported quarter
Ownership
0.014%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#256
of 1,144 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 22%
Shared 0%
None 78%
Derivatives in MTB
reported options exposure · as of Jun 30, 2026CallValue
$23,801
CallShares
100
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Banks - Regional
Financial Services · as of Jun 30, 2026SteelPeak Wealth, LLC holds $6,593,360 across 4 Banks - Regional names. MTB ranks #1 (73.9% of the industry book) .
All Filings in MTB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,801 | 100 | Call | Sole | 2026-07-13 | |
| 2026-06-30 | $4,870,398 | 20,463 | Shares | Sole | 2026-07-13 | |
| No filing history on record for this holder in this stock. | ||||||