Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$9,758
+$1,283 QoQ
Shares Held
41
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#1,039
of 1,144 holders
Holding Since
Dec 2022
13 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, 2026LGT Financial Advisors LLC holds $153,150 across 3 Banks - Regional names. MTB ranks #3 (6.4% of the industry book) .
All Filings in MTB
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,758 | 41 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $8,475 | 41 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $8,260 | 41 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $8,102 | 41 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $8,146 | 42 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $7,150 | 40 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $50,950 | 271 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $48,091 | 270 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $73,560 | 486 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $197,940 | 1,361 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $194,379 | 1,418 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $176,524 | 1,396 | Shares | Sole | 2023-11-01 | |
| 2022-12-31 | $205,985 | 1,420 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||