Position in MTB
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$428,418
+$56,322 QoQ
Shares Held
1,800
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#675
of 1,144 holders
Holding Since
Jun 2020
24 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, 2026BURNEY CO/ holds $28,067,016 across 17 Banks - Regional names. MTB ranks #14 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WTFC |
Wintrust Financial Corp
|
43,959 | $7,065,090 | |
| 2 | FHN |
First Horizon Corp
|
125,846 | $3,226,691 | |
| 3 | SFNC |
Simmons First National Corp
|
128,639 | $2,913,673 | |
| 4 | BPOP |
Popular, Inc.
|
17,200 | $2,823,896 | |
| 5 | HBAN |
Huntington Bancshares Inc /Md/
|
106,076 | $1,880,727 | |
| 6 | ASB |
Associated Banc-Corp
|
56,696 | $1,744,535 | |
| 7 | EWBC |
East West Bancorp Inc
|
12,354 | $1,594,777 | |
| 8 | ZION |
Zions Bancorporation, National Association /Ut/
|
17,815 | $1,232,619 |
All Filings in MTB
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $428,418 | 1,800 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $372,096 | 1,800 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $688,457 | 3,417 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $674,674 | 3,414 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $662,281 | 3,414 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $672,457 | 3,762 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $718,950 | 3,824 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $399,701 | 2,244 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $339,651 | 2,244 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $326,367 | 2,244 | Shares | Sole | 2024-05-22 | |
| 2023-12-31 | $307,607 | 2,244 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $285,777 | 2,260 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $336,255 | 2,717 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $377,602 | 3,158 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $482,034 | 3,323 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $602,132 | 3,415 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,094,212 | 6,865 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,252,485 | 13,289 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $2,031,024 | 13,600 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,760,285 | 12,114 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $262,436 | 1,731 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $532,241 | 4,181 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,171,661 | 12,723 | Shares | Sole | 2020-12-14 | |
| 2020-06-30 | $447,174 | 4,301 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||