Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$672,615
+$87,805 QoQ
Shares Held
2,826
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#568
of 1,144 holders
Holding Since
Dec 2023
11 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, 2026Lodestone Wealth Management LLC holds $3,378,717 across 11 Banks - Regional names. MTB ranks #3 (19.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FITB |
Fifth Third Bancorp
|
25,817 | $1,455,304 | |
| 2 | WAL |
Western Alliance Bancorporation
|
13,364 | $1,098,520 | |
| 3 | MTB |
M&T Bank Corp
This page
|
2,826 | $672,615 | |
| 4 | USB |
US Bancorp De
|
1,115 | $67,346 | |
| 5 | BANR |
Banner Corp
|
774 | $51,424 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
50 | $12,311 | |
| 7 | HDB |
Hdfc Bank Ltd
|
292 | $7,542 | |
| 8 | OZK |
Bank OZK
|
75 | $3,906 |
All Filings in MTB
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $672,615 | 2,826 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $584,810 | 2,829 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $572,202 | 2,840 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $572,899 | 2,899 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $580,030 | 2,990 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $518,732 | 2,902 | Shares | Other | 2025-04-28 | |
| 2024-12-31 | $668,562 | 3,556 | Shares | Other | 2025-01-30 | |
| 2024-09-30 | $644,794 | 3,620 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $546,862 | 3,613 | Shares | Other | 2024-07-16 | |
| 2024-03-31 | $525,328 | 3,612 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $495,132 | 3,612 | Shares | Other | 2024-01-25 | |
| No filing history on record for this holder in this stock. | ||||||