Position in MTB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$405,331
+$58,042 QoQ
Shares Held
1,703
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#687
of 1,144 holders
Holding Since
Mar 2022
18 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, 2026WealthCare Investment Partners, LLC holds $405,331 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
|
1,703 | $405,331 |
All Filings in MTB
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $405,331 | 1,703 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $347,289 | 1,680 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $338,486 | 1,680 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $329,432 | 1,667 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $324,739 | 1,674 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $361,253 | 2,021 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $377,148 | 2,006 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $353,211 | 1,983 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $381,427 | 2,520 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $359,818 | 2,474 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $339,135 | 2,474 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $309,928 | 2,451 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $303,335 | 2,451 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $290,076 | 2,426 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $340,891 | 2,350 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $411,001 | 2,331 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $368,987 | 2,315 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $389,511 | 2,298 | Shares | Sole | 2022-04-14 | |
| No filing history on record for this holder in this stock. | ||||||