Independent Solutions Wealth Management, LLC

Position in MTB — M&T Bank Corp

CIK 1818391 Williamsville, NY

Position in MTB

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$508,151

+$66,804 QoQ

Shares Held

2,135

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#633

of 1,144 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Independent Solutions Wealth Management, LLC holds $3,104,742 across 4 Banks - Regional names. MTB ranks #2 (16.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	8,684	$2,138,174
2	MTB	M&T Bank Corp This page	2,135	$508,151
3	SYBT	Stock Yards Bancorp, Inc.	3,431	$262,368
4	NWBI	Northwest Bancshares, Inc.	12,932	$196,049

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$508,151	2,135	0.0%	Shares	Sole	2026-07-29
2026-03-31	$441,347	2,135	0.0%	Shares	Sole	2026-04-27
2025-12-31	$430,159	2,135	0.0%	Shares	Sole	2026-02-05
2025-09-30	$421,918	2,135	0.0%	Shares	Sole	2025-10-23
2025-06-30	$414,168	2,135	0.0%	Shares	Sole	2025-07-23
2025-03-31	$381,631	2,135	0.0%	Shares	Sole	2025-04-23
2024-12-31	$401,401	2,135	0.0%	Shares	Sole	2025-02-11
2024-09-30	$380,286	2,135	0.0%	Shares	Sole	2024-12-19
2024-06-30	$323,153	2,135	-0.0%	Shares	Sole	2024-12-19
2024-03-31	$310,659	2,136	-4.9%	Shares	Sole	2024-12-19
2023-12-31	$307,881	2,246	-1.0%	Shares	Sole	2024-12-19
2023-09-30	$286,915	2,269	-6.3%	Shares	Sole	2024-12-19
2023-06-30	$299,746	2,422	-1.0%	Shares	Sole	2024-12-19
2023-03-31	$292,587	2,447	-2.1%	Shares	Sole	2024-12-19
2022-12-31	$362,504	2,499	-52.5%	Shares	Sole	2024-12-19
2022-09-30	$928,324	5,265	+65.6%	Shares	Sole	2024-12-19
2022-06-30	$506,860	3,180	-1.2%	Shares	Sole	2024-12-19
2022-03-31	$545,281	3,217	+9.2%	Shares	Sole	2024-12-19
2021-12-31	$452,446	2,946	+2.7%	Shares	Sole	2024-12-19
2021-09-30	$428,456	2,869	0.0%	Shares	Sole	2024-12-19
2021-06-30	$416,894	2,869	+8.5%	Shares	Sole	2024-12-19
2021-03-31	$401,008	2,645	+6.5%	Shares	Sole	2024-12-19
2020-12-31	$316,085	2,483	+3.9%	Shares	Sole	2024-12-19
2020-09-30	$220,095	2,390	—	Shares	Sole	2024-12-19
No filing history on record for this holder in this stock.