Position in MTB
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,666,308
+$925,424 QoQ
Shares Held
7,001
+95.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#399
of 1,144 holders
Holding Since
Mar 2020
20 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, 2026HOWE & RUSLING INC holds $4,906,820 across 7 Banks - Regional names. MTB ranks #1 (34.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
7,001 | $1,666,308 | |
| 2 | USB |
US Bancorp De
|
19,333 | $1,167,713 | |
| 3 | TFC |
Truist Financial Corp
|
12,118 | $603,718 | |
| 4 | NBTB |
Nbt Bancorp Inc
|
11,485 | $567,014 | |
| 5 | LOB |
Live Oak Bancshares, Inc.
|
10,541 | $430,494 | |
| 6 | EFSI |
Eagle Financial Services Inc
|
6,500 | $269,490 | |
| 7 | TMP |
Tompkins Financial Corp
|
2,138 | $202,083 |
All Filings in MTB
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,666,308 | 7,001 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $740,884 | 3,584 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $744,468 | 3,695 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $729,613 | 3,692 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $714,271 | 3,682 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $656,906 | 3,675 | Shares | Sole | 2025-06-17 | |
| 2024-12-31 | $600,691 | 3,195 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $496,598 | 2,788 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $421,991 | 2,788 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $415,231 | 2,855 | Shares | Sole | 2024-05-15 | |
| 2022-09-30 | $921,095 | 5,224 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $832,653 | 5,224 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $869,704 | 5,131 | Shares | Sole | 2022-05-10 | |
| 2021-09-30 | $790,456 | 5,293 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $769,125 | 5,293 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $802,471 | 5,293 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $694,166 | 5,453 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $512,112 | 5,561 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $578,177 | 5,561 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $586,654 | 5,672 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||