Position in MTB
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$458,883
+$61,154 QoQ
Shares Held
1,928
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#661
of 1,144 holders
Holding Since
Sep 2023
12 quarters on record
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026TRAPHAGEN INVESTMENT ADVISORS LLC holds $683,877 across 2 Banks - Regional names. MTB ranks #1 (67.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
1,928 | $458,883 | |
| 2 | CFG |
Citizens Financial Group Inc/Ri
|
3,211 | $224,994 |
All Filings in MTB
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $458,883 | 1,928 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $397,729 | 1,924 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $259,103 | 1,286 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $263,427 | 1,333 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $268,288 | 1,383 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $243,815 | 1,364 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $255,881 | 1,361 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $241,708 | 1,357 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $244,295 | 1,614 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $264,555 | 1,819 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $274,845 | 2,005 | Shares | Sole | 2024-06-17 | |
| 2023-09-30 | $228,495 | 1,807 | Shares | Sole | 2024-06-17 | |
| No filing history on record for this holder in this stock. | ||||||