FLAGSHIP HARBOR ADVISORS, LLC

Position in MTB — M&T Bank Corp

CIK 1691766 BOSTON, MA

Position in MTB

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$594,548

+$79,402 QoQ

Shares Held

2,498

+0.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#594

of 1,144 holders

Holding Since

Mar 2020

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

FLAGSHIP HARBOR ADVISORS, LLC holds $1,335,889 across 3 Banks - Regional names. MTB ranks #1 (44.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MTB	M&T Bank Corp This page	2,498	$594,548
2	PNC	Pnc Financial Services Group, Inc.	1,894	$466,340
3	RF	Regions Financial Corp	9,106	$275,001

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$594,548	2,498	+0.2%	Shares	Sole	2026-07-22
2026-03-31	$515,146	2,492	-0.6%	Shares	Sole	2026-04-28
2025-12-31	$505,311	2,508	-2.3%	Shares	Sole	2026-01-21
2025-09-30	$507,092	2,566	+1.3%	Shares	Sole	2025-11-05
2025-06-30	$491,182	2,532	+1.0%	Shares	Sole	2025-08-04
2025-03-31	$447,947	2,506	-8.4%	Shares	Sole	2025-04-22
2024-12-31	$514,583	2,737	+89.8%	Shares	Sole	2025-01-21
2024-09-30	$256,849	1,442	+0.8%	Shares	Sole	2024-10-21
2024-06-30	$216,596	1,431	+10121.4%	Shares	Sole	2025-12-02
2020-06-30	$1,455	14	-30.0%	Shares	Sole	2020-07-31
2020-03-31	$2,068	20	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.