Marshall & Sterling Wealth Advisors Inc.

Position in FLG — Flagstar Bank, National Association

CIK 2056315 POUGHKEEPSIE, NY

Position in FLG

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$23,261

+$2,769 QoQ

Shares Held

1,557

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#306

of 397 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall & Sterling Wealth Advisors Inc. holds $345,939 across 5 Banks - Regional names. FLG ranks #3 (6.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBU	Community Financial System, Inc.	3,000	$201,360
2	MTB	M&T Bank Corp	420	$99,964
3	FLG	Flagstar Bank, National Association This page	1,557	$23,261
4	PNC	Pnc Financial Services Group, Inc.	66	$16,250
5	FULT	Fulton Financial Corp	211	$5,104

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,261	1,557	+0.1%	Shares	Sole	2026-07-21
2026-03-31	$20,492	1,556	+0.1%	Shares	Sole	2026-05-07
2025-12-31	$19,577	1,555	+0.1%	Shares	Sole	2026-02-10
2025-09-30	$17,948	1,554	+0.1%	Shares	Other	2025-11-10
2025-06-30	$16,461	1,553	+0.1%	Shares	Sole	2025-08-12
2025-03-31	$18,022	1,551	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$14,461	1,550	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.