Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$318,695
+$43,758 QoQ
Shares Held
1,339
+0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.28%
of 13F equity value
Holder Rank
#748
of 1,144 holders
Holding Since
Dec 2024
6 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, 2026Daner Wealth Management, LLC holds $318,695 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
|
1,339 | $318,695 |
All Filings in MTB
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $318,695 | 1,339 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $274,937 | 1,330 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $266,155 | 1,321 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $259,079 | 1,311 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $252,380 | 1,301 | Shares | Sole | 2025-08-13 | |
| 2024-12-31 | $241,028 | 1,282 | Shares | Sole | 2025-02-04 | |
| No filing history on record for this holder in this stock. | ||||||