Position in MTB
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,668,092
+$610,195 QoQ
Shares Held
11,210
+12.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
#325
of 1,144 holders
Holding Since
Mar 2026
2 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, 2026Whitaker-Myers Wealth Managers, LTD. holds $2,668,092 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
|
11,210 | $2,668,092 |
All Filings in MTB
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,668,092 | 11,210 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,057,897 | 9,955 | Shares | Sole | 2026-04-09 | |
| No filing history on record for this holder in this stock. | ||||||