Position in MTB
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$134,237
+$17,647 QoQ
Shares Held
564
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#898
of 1,144 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $296,506 across 13 Banks - Regional names. MTB ranks #1 (45.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
564 | $134,237 | |
| 2 | CBU |
Community Financial System, Inc.
|
583 | $39,130 | |
| 3 | HBAN |
Huntington Bancshares Inc /Md/
|
1,695 | $30,052 | |
| 4 | PNC |
Pnc Financial Services Group, Inc.
|
102 | $25,114 | |
| 5 | USB |
US Bancorp De
|
396 | $23,918 | |
| 6 | TFC |
Truist Financial Corp
|
396 | $19,728 | |
| 7 | FITB |
Fifth Third Bancorp
|
217 | $12,232 | |
| 8 | FCNCA |
First Citizens Bancshares Inc /De/
|
6 | $11,330 |
All Filings in MTB
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,237 | 564 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $116,590 | 564 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $117,462 | 583 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $115,212 | 583 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $69,448 | 358 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $45,223 | 253 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $36,097 | 192 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $64,301 | 361 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $54,186 | 358 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $79,846 | 549 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $75,256 | 549 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $69,421 | 549 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $67,944 | 549 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $65,643 | 549 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $79,637 | 549 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $96,799 | 549 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $87,505 | 549 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $93,055 | 549 | Shares | Sole | 2022-04-26 | |
| 2021-09-30 | $6,122 | 41 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $5,957 | 41 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $6,216 | 41 | Shares | Sole | 2021-04-26 | |
| 2020-06-30 | $10,397 | 100 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $10,343 | 100 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||