Position in MTB
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$532,666
+$70,441 QoQ
Shares Held
2,238
+0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
#163
of 388 holders
Holding Since
Dec 2023
11 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, 2026Lewis Asset Management, LLC holds $934,667 across 2 Banks - Regional names. MTB ranks #1 (57.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
2,238 | $532,666 | |
| 2 | FDBC |
Fidelity D & D Bancorp Inc
|
7,818 | $402,001 |
All Filings in MTB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $532,666 | 2,238 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $462,225 | 2,236 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $450,106 | 2,234 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $441,087 | 2,232 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $432,403 | 2,229 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $398,076 | 2,227 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $418,510 | 2,226 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $396,138 | 2,224 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $350,701 | 2,317 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $340,184 | 2,339 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $402,878 | 2,939 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||