Position in MTB
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$575,983
+$92,259 QoQ
Shares Held
2,420
+3.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#602
of 1,144 holders
Holding Since
Sep 2024
8 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, 2026Compound Planning, Inc. holds $28,976,997 across 37 Banks - Regional names. MTB ranks #20 (2.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LYG |
Lloyds Banking Group plc
|
415,779 | $2,423,990 | |
| 2 | MFG |
Mizuho Financial Group Inc
|
240,425 | $2,303,270 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
8,573 | $2,110,844 | |
| 4 | USB |
US Bancorp De
|
25,986 | $1,569,554 | |
| 5 | KB |
KB Financial Group Inc.
|
13,451 | $1,411,816 | |
| 6 | NWG |
NatWest Group plc
|
77,411 | $1,364,755 | |
| 7 | DB |
Deutsche Bank Aktiengesellschaft
|
39,731 | $1,341,317 | |
| 8 | TFC |
Truist Financial Corp
|
26,134 | $1,301,995 |
All Filings in MTB
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $575,983 | 2,420 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $483,724 | 2,340 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $419,682 | 2,083 | Shares | Sole | 2026-02-19 | |
| 2025-09-30 | $418,756 | 2,119 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $393,023 | 2,026 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $397,182 | 2,222 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $405,725 | 2,158 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $251,861 | 1,414 | Shares | Sole | 2024-10-08 | |
| No filing history on record for this holder in this stock. | ||||||