Bright Futures Wealth Management, LLC.
Position in MTB — M&T Bank Corp
CIK 1803980
WEBSTER, NY 14580, NY
Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$908,246
-$194,398 QoQ
Shares Held
3,816
-28.5% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#515
of 1,152 holders
Holding Since
Mar 2024
9 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, 2026Bright Futures Wealth Management, LLC. holds $1,124,464 across 2 Banks - Regional names. MTB ranks #1 (80.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
3,816 | $908,246 | |
| 2 | TFC |
Truist Financial Corp
|
4,340 | $216,218 |
All Filings in MTB
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $908,246 | 3,816 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,102,644 | 5,334 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,058,319 | 10,216 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,998,728 | 10,114 | Shares | Sole | 2025-11-12 | |
| 2025-03-31 | $1,769,803 | 9,901 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $1,987,829 | 10,573 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $2,281,360 | 12,808 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $2,286,898 | 15,109 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $2,104,371 | 14,469 | Shares | Sole | 2024-06-28 | |
| No filing history on record for this holder in this stock. | ||||||