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Livermore
Livermore
ZHEN

XML Financial, LLC

SEC CIK
0001800465
Latest filing
Jul 24, 2026

MTB holding history

M&T Bank Corp in every 13F filed by XML Financial, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q2 2026)
1,996
Value
$475.1K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of MTB by XML Financial, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,996$475.1K<0.1%+9+0.5%AddedHolders
Q1 20261,987$410.8K<0.1%−1,411−41.5%ReducedHolders
Q4 20253,398$684.7K0.1%−370−9.8%ReducedHolders
Q3 20253,768$744.6K0.1%−186−4.7%ReducedHolders
Q2 20253,954$767.0K0.1%+14+0.4%AddedHolders
Q1 20253,940$704.3K0.1%+14+0.4%AddedHolders
Q4 20243,926$738.1K0.1%+14+0.4%AddedHolders
Q3 20243,912$696.8K0.1%+14+0.4%AddedHolders
Q2 20243,898$590.0K0.1%+34+0.9%AddedHolders
Q1 20243,864$562.0K0.1%00.0%UnchangedHolders
Q4 20233,864$529.7K0.1%+643+20.0%AddedHolders
Q3 20233,221$407.3K<0.1%−492−13.3%ReducedHolders
Q2 20233,713$459.6K0.1%+1,532+70.2%AddedHolders
Q1 20232,181$260.8K<0.1%+14+0.6%AddedHolders
Q4 20222,167$314.3K<0.1%+12+0.6%AddedHolders
Q3 20222,155$380.0K0.1%+805+59.6%AddedHolders
Q2 20221,350$215.0K<0.1%−1,219−47.5%ReducedHolders
Q1 20222,569$436.0K0.1%+16+0.6%AddedHolders
Q4 20212,553$392.0K<0.1%−7−0.3%ReducedHolders
Q3 20212,560$382.0K0.1%+18+0.7%AddedHolders
Q2 20212,542$369.0K0.1%+19+0.8%AddedHolders
Q1 20212,523$383.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.