Dynamic Advisor Solutions LLC

Position in MTB — M&T Bank Corp

CIK 1599747 PHOENIX, AZ

Position in MTB

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$2,157,084

+$263,116 QoQ

Shares Held

9,063

-1.1% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#356

of 1,144 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Dynamic Advisor Solutions LLC holds $14,679,414 across 12 Banks - Regional names. MTB ranks #3 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	17,460	$4,299,001
2	CFG	Citizens Financial Group Inc/Ri	58,619	$4,107,433
3	MTB	M&T Bank Corp This page	9,063	$2,157,084
4	GBCI	Glacier Bancorp, Inc.	32,469	$1,674,751
5	USB	US Bancorp De	12,053	$728,001
6	ONB	Old National Bancorp /In/	15,013	$388,836
7	FITB	Fifth Third Bancorp	5,331	$300,508
8	IBN	Icici Bank Ltd	9,736	$282,636

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,157,084	9,063	-1.1%	Shares	Sole	2026-07-07
2026-03-31	$1,893,968	9,162	-5.6%	Shares	Sole	2026-04-08
2025-12-31	$1,955,766	9,707	-1.4%	Shares	Sole	2026-01-09
2025-09-30	$1,945,371	9,844	-0.3%	Shares	Sole	2025-10-09
2025-06-30	$1,915,651	9,875	-0.5%	Shares	Sole	2025-07-09
2025-03-31	$1,774,808	9,929	+0.2%	Shares	Sole	2025-04-17
2024-12-31	$1,862,427	9,906	-1.9%	Shares	Sole	2025-01-21
2024-09-30	$1,798,121	10,095	+1.1%	Shares	Sole	2024-10-07
2024-06-30	$1,511,480	9,986	+16.6%	Shares	Sole	2024-07-15
2024-03-31	$1,245,402	8,563	-4.7%	Shares	Sole	2024-04-12
2023-12-31	$1,231,663	8,985	+40.8%	Shares	Sole	2024-01-10
2023-09-30	$806,751	6,380	+3.9%	Shares	Sole	2023-10-11
2023-06-30	$760,010	6,141	+83.9%	Shares	Sole	2023-08-03
2023-03-31	$399,363	3,340	—	Shares	Sole	2023-04-11
No filing history on record for this holder in this stock.