Position in MTB
as of Mar 31, 2026
· filed May 28, 2026
Position Value
$1,936,759
+$30,960 QoQ
Shares Held
9,369
-1.0% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2023
10 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, 2026COZAD ASSET MANAGEMENT INC holds $12,343,801 across 5 Banks - Regional names.
All Filings in MTB
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,936,759 | 9,369 | Shares | Sole | 2026-05-28 | |
| 2025-12-31 | $1,905,799 | 9,459 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,848,537 | 9,354 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,815,746 | 9,360 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,677,926 | 9,387 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,666,896 | 8,866 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,646,719 | 9,245 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,626,060 | 10,743 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,557,080 | 10,706 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $1,369,155 | 9,988 | Shares | Sole | 2024-02-05 | |
| No filing history on record for this holder in this stock. | ||||||