Position in MTB
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$467,807
+$5,814 QoQ
Shares Held
2,263
-1.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 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 Mar 31, 2026Optimize Financial Inc holds $3,364,490 across 7 Banks - Regional names. MTB ranks #6 (13.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TCBI |
Texas Capital Bancshares Inc/Tx
|
5,184 | $491,857 | |
| 2 | CUBI |
Customers Bancorp, Inc.
|
7,063 | $490,242 | |
| 3 | BPOP |
Popular, Inc.
|
3,642 | $488,647 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
2,311 | $480,895 | |
| 5 | WTFC |
Wintrust Financial Corp
|
3,449 | $479,204 | |
| 6 | MTB |
M&T Bank Corp
This page
|
2,263 | $467,807 | |
| 7 | SSB |
SouthState Bank Corp
|
5,035 | $465,838 |
All Filings in MTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $467,807 | 2,263 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $461,993 | 2,293 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $448,004 | 2,267 | Shares | Sole | 2025-11-05 | |
| No filing history on record for this holder in this stock. | ||||||