Position in MTB
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$250,386
+$32,917 QoQ
Shares Held
1,052
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#825
of 1,144 holders
Holding Since
Jun 2022
9 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026NEVILLE RODIE & SHAW INC holds $8,858,688 across 10 Banks - Regional names. MTB ranks #10 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CFR |
Cullen/Frost Bankers, Inc.
|
13,974 | $2,159,262 | |
| 2 | TFC |
Truist Financial Corp
|
32,845 | $1,636,337 | |
| 3 | PNC |
Pnc Financial Services Group, Inc.
|
5,602 | $1,379,324 | |
| 4 | USB |
US Bancorp De
|
19,777 | $1,194,530 | |
| 5 | BKU |
BankUnited, Inc.
|
13,557 | $656,836 | |
| 6 | FITB |
Fifth Third Bancorp
|
7,950 | $448,141 | |
| 7 | ONB |
Old National Bancorp /In/
|
16,403 | $424,837 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
5,280 | $365,323 |
All Filings in MTB
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $250,386 | 1,052 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $217,469 | 1,052 | Shares | Sole | 2026-04-01 | |
| 2025-12-31 | $211,956 | 1,052 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $207,896 | 1,052 | Shares | Sole | 2025-10-01 | |
| 2025-06-30 | $206,017 | 1,062 | Shares | Sole | 2025-07-02 | |
| 2024-12-31 | $199,666 | 1,062 | Shares | Sole | 2025-01-06 | |
| 2022-12-31 | $206,565 | 1,424 | Shares | Sole | 2023-01-03 | |
| 2022-09-30 | $251,079 | 1,424 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $235,737 | 1,479 | Shares | Sole | 2022-07-06 | |
| No filing history on record for this holder in this stock. | ||||||