Position in MTB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$423,895
-$48,253 QoQ
Shares Held
1,781
-22.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#679
of 1,144 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Legacy Wealth Asset Management, LLC holds $19,559,080 across 23 Banks - Regional names. MTB ranks #17 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HDB |
Hdfc Bank Ltd
|
111,349 | $2,876,144 | |
| 2 | IBN |
Icici Bank Ltd
|
69,294 | $2,011,604 | |
| 3 | BAP |
Credicorp Ltd
|
3,301 | $1,286,003 | |
| 4 | NWG |
NatWest Group plc
|
66,380 | $1,170,279 | |
| 5 | CIB |
Grupo Cibest S.A.
|
14,043 | $1,115,435 | |
| 6 | SHG |
Shinhan Financial Group Co Ltd
|
17,602 | $1,113,326 | |
| 7 | KB |
KB Financial Group Inc.
|
10,094 | $1,059,466 | |
| 8 | PNC |
Pnc Financial Services Group, Inc.
|
4,109 | $1,011,717 |
All Filings in MTB
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $423,895 | 1,781 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $472,148 | 2,284 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $458,769 | 2,277 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $588,117 | 2,976 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $568,778 | 2,932 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $529,100 | 2,960 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $558,201 | 2,969 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $530,619 | 2,979 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $453,777 | 2,998 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $403,741 | 2,776 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $374,776 | 2,734 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $342,047 | 2,705 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $332,419 | 2,686 | Shares | Sole | 2023-08-04 | |
| No filing history on record for this holder in this stock. | ||||||