Position in MTB
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$216,113
New position
Shares Held
908
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#860
of 1,144 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026CJM Wealth Advisers, Ltd. holds $400,239 across 2 Banks - Regional names. MTB ranks #1 (54.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
908 | $216,113 | |
| 2 | HBAN |
Huntington Bancshares Inc /Md/
|
10,385 | $184,126 |
All Filings in MTB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,113 | 908 | Shares | Sole | 2026-07-17 | |
| No filing history on record for this holder in this stock. | ||||||