Position in MTB
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$366,297
+$43,401 QoQ
Shares Held
1,539
-1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.45%
of 13F equity value
Holder Rank
#712
of 1,144 holders
Holding Since
Dec 2024
7 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, 2026Note Advisors, LLC holds $1,257,326 across 2 Banks - Regional names. MTB ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NBTB |
Nbt Bancorp Inc
|
18,048 | $891,029 | |
| 2 | MTB |
M&T Bank Corp
This page
|
1,539 | $366,297 |
All Filings in MTB
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $366,297 | 1,539 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $322,896 | 1,562 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $314,308 | 1,560 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $324,096 | 1,640 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $317,173 | 1,635 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $316,030 | 1,768 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $339,358 | 1,805 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||