Marshall & Sterling Wealth Advisors Inc.

Position in MTB — M&T Bank Corp

CIK 2056315 POUGHKEEPSIE, NY

Position in MTB

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$99,964

+$532 QoQ

Shares Held

420

-12.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#914

of 1,144 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Marshall & Sterling Wealth Advisors Inc. holds $345,939 across 5 Banks - Regional names. MTB ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CBU	Community Financial System, Inc.	3,000	$201,360
2	MTB	M&T Bank Corp This page	420	$99,964
3	FLG	Flagstar Bank, National Association	1,557	$23,261
4	PNC	Pnc Financial Services Group, Inc.	66	$16,250
5	FULT	Fulton Financial Corp	211	$5,104

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$99,964	420	-12.7%	Shares	Sole	2026-07-21
2026-03-31	$99,432	481	-7.7%	Shares	Sole	2026-05-07
2025-12-31	$104,971	521	-9.2%	Shares	Sole	2026-02-10
2025-09-30	$113,431	574	-9.9%	Shares	Other	2025-11-10
2025-06-30	$123,567	637	+3.7%	Shares	Sole	2025-08-12
2025-03-31	$109,751	614	-23.4%	Shares	Sole	2025-05-15
2024-12-31	$150,784	802	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.