Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$744,971
+$70,651 QoQ
Shares Held
3,130
-4.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#549
of 1,144 holders
Holding Since
Sep 2024
8 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, 2026Philip James Wealth Mangement, LLC holds $5,929,574 across 4 Banks - Regional names. MTB ranks #3 (12.6% of the industry book) .
All Filings in MTB
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $744,971 | 3,130 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $674,320 | 3,262 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $657,227 | 3,262 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $648,588 | 3,282 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $665,773 | 3,432 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $723,222 | 4,046 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $770,088 | 4,096 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $872,788 | 4,900 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||