Position in MTB
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$200,166
New position
Shares Held
841
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#879
of 1,144 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Position in Banks - Regional
Financial Services · as of Jun 30, 2026Blom & Howell Financial Planning, Inc. holds $200,166 across 1 Banks - Regional name. MTB ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
841 | $200,166 |
All Filings in MTB
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $200,166 | 841 | Shares | Sole | 2026-08-05 | |
| No filing history on record for this holder in this stock. | ||||||