Position in MTB
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$2,380
-$4,873 QoQ
Shares Held
10
-72.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,091
of 1,144 holders
Holding Since
Mar 2020
25 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $72,166,275 across 33 Banks - Regional names. MTB ranks #22 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
359,409 | $21,708,303 | |
| 2 | CFR |
Cullen/Frost Bankers, Inc.
|
116,594 | $18,016,104 | |
| 3 | FCF |
First Commonwealth Financial Corp /Pa/
|
778,462 | $15,826,132 | |
| 4 | BY |
Byline Bancorp, Inc.
|
134,158 | $5,052,390 | |
| 5 | WSBC |
Wesbanco Inc
|
81,829 | $3,193,785 | |
| 6 | PNC |
Pnc Financial Services Group, Inc.
|
10,204 | $2,512,428 | |
| 7 | FITB |
Fifth Third Bancorp
|
44,075 | $2,484,507 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
400 | $832,316 |
All Filings in MTB
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,380 | 10 | Shares | Sole | 2026-07-24 | |
| 2025-12-31 | $7,253 | 36 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $7,114 | 36 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $6,983 | 36 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $6,613 | 37 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $6,768 | 36 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $6,412 | 36 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $5,448 | 36 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $5,235 | 36 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,934 | 36 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,552 | 36 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $98,512 | 796 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $95,177 | 796 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $115,467 | 796 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $140,350 | 796 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $126,874 | 796 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $656,473 | 3,873 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $599,576 | 3,904 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $622,747 | 4,170 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $607,250 | 4,179 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $633,578 | 4,179 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $538,351 | 4,229 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $399,670 | 4,340 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $488,659 | 4,700 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $2,983,334 | 28,844 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||