Position in MTB
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$173,024
-$124,561 QoQ
Shares Held
837
-43.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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, 2026RESOURCES MANAGEMENT CORP /CT/ /ADV holds $6,403,053 across 3 Banks - Regional names.
All Filings in MTB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $173,024 | 837 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $297,585 | 1,477 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $291,884 | 1,477 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $286,523 | 1,477 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $980,801 | 5,487 | Shares | Sole | 2025-05-16 | |
| 2024-12-31 | $1,031,610 | 5,487 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,097,931 | 6,164 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $932,983 | 6,164 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $907,400 | 6,239 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $855,242 | 6,239 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $788,921 | 6,239 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $698,130 | 5,641 | Shares | Sole | 2023-08-16 | |
| 2023-03-31 | $303 | 657 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $808,274 | 5,572 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $1,019,305 | 5,781 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $956,818 | 6,003 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $137,464 | 811 | Shares | Sole | 2022-05-20 | |
| 2021-09-30 | $2,986 | 20 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $5,812 | 40 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $6,064 | 40 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $5,092 | 40 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,683 | 40 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $4,158 | 40 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $4,137 | 40 | Shares | Sole | 2020-05-04 | |
| No filing history on record for this holder in this stock. | ||||||