Advisory Services Network’s M&T Bank MTB Stock Holding History

Advisory Services Network’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.32M	Buy	6,390 +446	+8%	+$96K	0.02%	806
2025 Q4	$1.2M	Buy	5,944 +3,752	+171%	+$717K	0.02%	804
2025 Q3	$433K	Buy	2,192 +853	+64%	+$167K	0.01%	1270
2025 Q2	$253K	Sell	1,339 -3,414	-72%	-$602K	﹤0.01%	1521
2025 Q1	$849K	Buy	4,753 +199	+4%	+$37.7K	0.02%	839
2024 Q4	$856K	Sell	4,554 -4,589	-50%	-$912K	0.02%	811
2024 Q3	$1.38M	Hold	9,143	–	–	0.03%	597
2024 Q2	$1.38M	Buy	9,143 +1,340	+17%	+$196K	0.03%	597
2024 Q1	$1.13M	Buy	7,803 +6,201	+387%	+$859K	0.03%	641
2023 Q4	$220K	Buy	1,602 +24	+2%	+$3.02K	0.01%	1233
2023 Q3	$200K	Sell	1,578 -2,350	-60%	-$307K	0.01%	1321
2023 Q2	$486K	Sell	3,928 -10,030	-72%	-$1.21M	0.01%	925
2023 Q1	$1.67M	Sell	13,958 -431	-3%	-$62.6K	0.05%	463
2022 Q4	$2.09M	Buy	14,389 +578	+4%	+$95K	0.06%	358
2022 Q3	$2.44M	Buy	13,811 +233	+2%	+$41.2K	0.09%	281
2022 Q2	$2.16M	Buy	13,578 +5,430	+67%	+$912K	0.07%	322
2022 Q1	$1.38M	Buy	8,148 +1,309	+19%	+$231K	0.04%	522
2021 Q4	$1.05M	Buy	6,839 +347	+5%	+$53.3K	0.03%	612
2021 Q3	$969K	Sell	6,492 -38	-0.6%	-$5.27K	0.03%	612
2021 Q2	$949K	Buy	6,530 +630	+11%	+$98.4K	0.03%	613
2021 Q1	$894K	Buy	5,900 +21	+0.4%	+$3.1K	0.03%	587
2020 Q4	$749K	Sell	5,879 -2,738	-32%	-$312K	0.03%	589
2020 Q3	$794K	Sell	8,617 -128	-1%	-$13.1K	0.04%	479
2020 Q2	$909K	Buy	8,745 +3,147	+56%	+$332K	0.05%	414
2020 Q1	$579K	Buy	5,598 +609	+12%	+$89.6K	0.04%	484
2019 Q4	$846K	Buy	4,989 +398	+9%	+$64.6K	0.04%	468
2019 Q3	$781K	Hold	4,591	–	–	0.05%	446
2019 Q2	$781K	Buy	4,591 +102	+2%	+$16.9K	0.05%	445
2019 Q1	$705K	Buy	4,489 +100	+2%	+$16.4K	0.05%	436
2018 Q4	$628K	Buy	4,389 +230	+6%	+$36.8K	0.05%	426
2018 Q3	$685K	Buy	4,159 +33	+0.8%	+$5.72K	0.05%	445
2018 Q2	$714K	Buy	4,126 +48	+1%	+$8.6K	0.05%	433
2018 Q1	$752K	Buy	4,078 +396	+11%	+$73.8K	0.06%	408
2017 Q4	$630K	Buy	3,682 +3,564	+3,020%	+$591K	0.05%	409
2017 Q3	$19K	Hold	118	–	–	﹤0.01%	1421
2017 Q2	$19K	Buy	118 +40	+51%	+$6.31K	﹤0.01%	1370
2017 Q1	$12K	Buy	+78	New	+$12.6K	﹤0.01%	1405
2016 Q1	–	Sell	-390	Closed	-$47K	–	1743
2015 Q4	$47K	Hold	390	–	–	0.02%	595
2015 Q3	$48K	Buy	390 +97	+33%	+$12.1K	0.01%	538
2015 Q2	$37K	Buy	+293	New	+$36.1K	0.01%	574
2015 Q1	–	Sell	-21	Closed	-$2K	–	1329
2014 Q4	$2K	Buy	+21	New	+$2.58K	﹤0.01%	1098
2014 Q1	–	Sell	-21	Closed	-$2K	–	586
2013 Q4	$2K	Buy	+21	New	+$2.39K	﹤0.01%	1000

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Services Network's MTB Position: Q1 2026 in Review

Advisory Services Network increased its M&T Bank (MTB) stake by 7.5% in Q1 2026, buying an estimated $96K and bringing the position to 6,390 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #806.

Advisory Services Network first reported a position in MTB in Q4 2013 and has held it in 42 quarters since. The position peaked at $2.44M in Q3 2022. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Advisory Services Network held 6,390 shares of M&T Bank worth $1.32M as of Q1 2026.
Advisory Services Network bought 446 M&T Bank shares in Q1 2026, an estimated $96K.
M&T Bank made up 0.02% of Advisory Services Network's portfolio in Q1 2026, its #806 holding.
Advisory Services Network first reported a position in M&T Bank in Q4 2013 and has held it in 42 quarters since.
Advisory Services Network's M&T Bank position peaked at $2.44M in Q3 2022.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.