BXM Wealth LLC

Position in MTB — M&T Bank Corp

CIK 2052379 Englewood, CO

Position in MTB

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$380,816

+$50,064 QoQ

Shares Held

1,600

0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#705

of 1,144 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BXM Wealth LLC holds $1,564,733 across 4 Banks - Regional names. MTB ranks #3 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	RF	Regions Financial Corp	14,675	$443,185
2	CFG	Citizens Financial Group Inc/Ri	5,845	$409,559
3	MTB	M&T Bank Corp This page	1,600	$380,816
4	FITB	Fifth Third Bancorp	5,875	$331,173

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$380,816	1,600	0.0%	Shares	Sole	2026-07-27
2026-03-31	$330,752	1,600	0.0%	Shares	Sole	2026-04-23
2025-12-31	$322,368	1,600	0.0%	Shares	Sole	2026-01-20
2025-09-30	$316,192	1,600	0.0%	Shares	Sole	2025-10-28
2025-06-30	$310,384	1,600	+45.5%	Shares	Sole	2025-07-29
2024-12-31	$206,811	1,100	—	Shares	Sole	2025-01-30
No filing history on record for this holder in this stock.