Position in MTB
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$254,432
+$39,050 QoQ
Shares Held
1,069
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#249
of 388 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MTB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026FLAGSHIP WEALTH ADVISORS, LLC holds $1,043,761 across 19 Banks - Regional names. MTB ranks #1 (24.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MTB |
M&T Bank Corp
This page
|
1,069 | $254,432 | |
| 2 | INDB |
Independent Bank Corp
|
2,000 | $167,440 | |
| 3 | AVBC |
Avidia Bancorp, Inc.
|
5,000 | $104,950 | |
| 4 | BBT |
Beacon Financial Corp
|
3,000 | $91,350 | |
| 5 | IBN |
Icici Bank Ltd
|
2,750 | $79,832 | |
| 6 | TFC |
Truist Financial Corp
|
1,308 | $65,164 | |
| 7 | NBTB |
Nbt Bancorp Inc
|
1,000 | $49,370 | |
| 8 | KEY |
Keycorp /New/
|
2,000 | $46,100 |
All Filings in MTB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,432 | 1,069 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $215,382 | 1,069 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $211,255 | 1,069 | Shares | Sole | 2025-10-30 | |
| No filing history on record for this holder in this stock. | ||||||