Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$342,020
-$15,192 QoQ
Shares Held
1,437
-16.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#731
of 1,144 holders
Holding Since
Mar 2024
10 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, 2026Resurgent Financial Advisors LLC holds $1,049,211 across 3 Banks - Regional names. MTB ranks #2 (32.6% of the industry book) .
All Filings in MTB
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,020 | 1,437 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $357,212 | 1,728 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $348,358 | 1,729 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $445,633 | 2,255 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $607,382 | 3,131 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $511,761 | 2,863 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $539,024 | 2,867 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $473,086 | 2,656 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $345,403 | 2,282 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $369,563 | 2,541 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||