Novak & Powell Financial Services, Inc.

Position in MTB — M&T Bank Corp

CIK 2011548 ST. PETERSBURG, FL

Position in MTB

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$405,093

+$54,703 QoQ

Shares Held

1,702

+0.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#688

of 1,144 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Novak & Powell Financial Services, Inc. holds $2,108,940 across 4 Banks - Regional names. MTB ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PNC	Pnc Financial Services Group, Inc.	3,364	$828,284
2	STBA	S&T Bancorp Inc	13,819	$678,236
3	MTB	M&T Bank Corp This page	1,702	$405,093
4	FLG	Flagstar Bank, National Association	13,208	$197,327

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$405,093	1,702	+0.4%	Shares	Sole	2026-08-11
2026-03-31	$350,390	1,695	+0.5%	Shares	Sole	2026-05-14
2025-12-31	$339,695	1,686	+0.5%	Shares	Sole	2026-02-10
2025-09-30	$331,408	1,677	+0.5%	Shares	Sole	2025-11-14
2025-06-30	$323,575	1,668	+0.5%	Shares	Sole	2025-08-11
2025-03-31	$296,546	1,659	+0.5%	Shares	Sole	2025-05-15
2024-12-31	$310,216	1,650	+0.5%	Shares	Sole	2025-02-18
2024-09-30	$292,473	1,642	+0.6%	Shares	Sole	2024-11-14
2024-06-30	$247,170	1,633	+1.3%	Shares	Sole	2024-08-15
2024-03-31	$234,449	1,612	0.0%	Shares	Sole	2024-05-15
2023-12-31	$220,972	1,612	—	Shares	Sole	2024-02-21
No filing history on record for this holder in this stock.