Position in MTB
as of Jun 30, 2026
· filed Jul 1, 2026
Position Value
$135,427
+$18,217 QoQ
Shares Held
569
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#131
of 172 holders
Holding Since
Dec 2024
7 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, 2026Roxbury Financial LLC holds $1,217,105 across 5 Banks - Regional names. MTB ranks #4 (11.1% of the industry book) .
All Filings in MTB
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $135,427 | 569 | Shares | Sole | 2026-07-01 | |
| 2026-03-31 | $117,210 | 567 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $113,836 | 565 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $111,457 | 564 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $109,022 | 562 | Shares | Sole | 2025-07-07 | |
| 2025-03-31 | $99,742 | 558 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $112,053 | 596 | Shares | Sole | 2025-01-30 | |
| No filing history on record for this holder in this stock. | ||||||