Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$3,094
+$407 QoQ
Shares Held
13
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,083
of 1,144 holders
Holding Since
Mar 2025
3 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, 2026MARSHALL INVESTMENT MANAGEMENT, LLC holds $223,935 across 11 Banks - Regional names. MTB ranks #5 (1.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | USB |
US Bancorp De
|
2,514 | $151,845 | |
| 2 | CBSH |
Commerce Bancshares Inc /Mo/
|
674 | $38,923 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
79 | $19,451 | |
| 4 | FCNCA |
First Citizens Bancshares Inc /De/
|
2 | $4,161 | |
| 5 | MTB |
M&T Bank Corp
This page
|
13 | $3,094 | |
| 6 | MFG |
Mizuho Financial Group Inc
|
285 | $2,730 | |
| 7 | HBAN |
Huntington Bancshares Inc /Md/
|
62 | $1,099 | |
| 8 | DB |
Deutsche Bank Aktiengesellschaft
|
27 | $911 |
All Filings in MTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,094 | 13 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $2,687 | 13 | Shares | Sole | 2026-05-08 | |
| 2025-03-31 | $2,323 | 13 | Shares | Sole | 2025-05-08 | |
| No filing history on record for this holder in this stock. | ||||||