Position in MTB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$402,950
+$53,180 QoQ
Shares Held
1,693
+0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.64%
of 13F equity value
Holder Rank
#691
of 1,144 holders
Holding Since
Mar 2022
17 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, 2026Level Financial Advisors holds $402,950 across 1 Banks - Regional name. MTB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
1,693 | $402,950 |
All Filings in MTB
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,950 | 1,693 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $349,770 | 1,692 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $340,299 | 1,689 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $333,582 | 1,688 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $337,736 | 1,741 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $311,740 | 1,744 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $332,965 | 1,771 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $315,984 | 1,774 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $265,182 | 1,752 | Shares | Sole | 2024-07-23 | |
| 2023-12-31 | $91,432 | 667 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $85,606 | 677 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $85,765 | 693 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $82,862 | 693 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $100,526 | 693 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $122,189 | 693 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $110,457 | 693 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $122,379 | 722 | Shares | Sole | 2022-04-08 | |
| No filing history on record for this holder in this stock. | ||||||