Position in MTB
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$0
-$74,346 QoQ
Shares Held
0
-100.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Vision Retirement, LLC holds $94,786 across 6 Banks - Regional names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FCNCA |
First Citizens Bancshares Inc /De/
|
19 | $39,535 | |
| 2 | CASH |
Pathward Financial, Inc.
|
241 | $20,981 | |
| 3 | FLG |
Flagstar Bank, National Association
|
714 | $10,667 | |
| 4 | BBT |
Beacon Financial Corp
|
309 | $9,409 | |
| 5 | CUBI |
Customers Bancorp, Inc.
|
95 | $7,514 | |
| 6 | NU |
Nu Holdings Ltd.
|
500 | $6,680 |
All Filings in MTB
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $0 | 0 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $74,346 | 369 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||