DOPKINS WEALTH MANAGEMENT, LLC

Position in MTB — M&T Bank Corp

CIK 1904152 WILLIAMSVILLE, NY

Position in MTB

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$916,576

-$338,421 QoQ

Shares Held

3,851

-36.6% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

4.26%

of 13F equity value

Holder Rank

#510

of 1,144 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

DOPKINS WEALTH MANAGEMENT, LLC holds $916,576 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	3,851	$916,576

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$916,576	3,851	-36.6%	Shares	Sole	2026-07-14
2026-03-31	$1,254,997	6,071	+57.4%	Shares	Sole	2026-04-20
2025-12-31	$777,108	3,857	-6.4%	Shares	Sole	2026-01-09
2025-09-30	$814,589	4,122	+2.1%	Shares	Sole	2025-10-14
2025-06-30	$783,525	4,039	-35.2%	Shares	Sole	2025-07-17
2025-03-31	$1,114,863	6,237	+4.6%	Shares	Sole	2025-04-22
2024-12-31	$1,121,291	5,964	+412.4%	Shares	Sole	2025-02-10
2024-09-30	$207,331	1,164	-55.2%	Shares	Sole	2024-11-06
2024-06-30	$393,081	2,597	-47.5%	Shares	Sole	2024-07-30
2024-03-31	$719,055	4,944	+0.2%	Shares	Sole	2024-05-06
2023-12-31	$676,215	4,933	+0.2%	Shares	Sole	2024-01-26
2023-09-30	$622,386	4,922	+25.6%	Shares	Sole	2023-11-13
2023-06-30	$484,891	3,918	+1.6%	Shares	Sole	2023-08-07
2023-03-31	$461,061	3,856	+202.9%	Shares	Sole	2023-05-05
2022-09-30	$224,455	1,273	-55.1%	Shares	Sole	2022-11-01
2022-06-30	$452,189	2,837	+0.2%	Shares	Sole	2022-08-01
2022-03-31	$479,685	2,830	—	Shares	Sole	2022-04-18
No filing history on record for this holder in this stock.