Allworth Financial’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.46M | Buy |
26,401
+1,411
| +6% | +$304K | 0.02% | 351 |
|
|
2025
Q4 | $5.04M | Buy |
24,990
+74
| +0.3% | +$14.1K | 0.02% | 357 |
|
|
2025
Q3 | $4.92M | Buy |
24,916
+185
| +0.7% | +$36.3K | 0.02% | 324 |
|
|
2025
Q2 | $4.8M | Buy |
24,731
+6,229
| +34% | +$1.1M | 0.02% | 315 |
|
|
2025
Q1 | $3.13M | Sell |
18,502
-163
| -0.9% | -$30.9K | 0.02% | 331 |
|
|
2024
Q4 | $3.65M | Buy |
18,665
+17,405
| +1,381% | +$3.46M | 0.02% | 300 |
|
|
2024
Q3 | $224K | Buy |
1,260
+86
| +7% | +$14.3K | ﹤0.01% | 784 |
|
|
2024
Q2 | $194K | Buy |
1,174
+73
| +7% | +$10.7K | ﹤0.01% | 825 |
|
|
2024
Q1 | $160K | Buy |
1,101
+46
| +4% | +$6.37K | ﹤0.01% | 856 |
|
|
2023
Q4 | $145K | Buy |
1,055
+37
| +4% | +$4.65K | ﹤0.01% | 818 |
|
|
2023
Q3 | $129K | Sell |
1,018
-41
| -4% | -$5.35K | ﹤0.01% | 795 |
|
|
2023
Q2 | $131K | Sell |
1,059
-5
| -0.5% | -$605 | ﹤0.01% | 803 |
|
|
2023
Q1 | $127K | Sell |
1,064
-50
| -4% | -$7.26K | ﹤0.01% | 779 |
|
|
2022
Q4 | $162K | Sell |
1,114
-18
| -2% | -$2.96K | ﹤0.01% | 680 |
|
|
2022
Q3 | $200K | Buy |
1,132
+129
| +13% | +$22.8K | ﹤0.01% | 594 |
|
|
2022
Q2 | $160K | Buy |
1,003
+127
| +14% | +$21.3K | ﹤0.01% | 605 |
|
|
2022
Q1 | $149K | Buy |
876
+9
| +1% | +$1.59K | ﹤0.01% | 617 |
|
|
2021
Q4 | $133K | Buy |
867
+153
| +21% | +$23.5K | ﹤0.01% | 622 |
|
|
2021
Q3 | $107K | Buy |
714
+630
| +750% | +$87.3K | ﹤0.01% | 599 |
|
|
2021
Q2 | $12K | Hold |
84
| – | – | ﹤0.01% | 994 |
|
|
2021
Q1 | $13K | Hold |
84
| – | – | ﹤0.01% | 908 |
|
|
2020
Q4 | $11K | Hold |
84
| – | – | ﹤0.01% | 818 |
|
|
2020
Q3 | $8K | Sell |
84
-48
| -36% | -$4.91K | ﹤0.01% | 763 |
|
|
2020
Q2 | $14K | Hold |
132
| – | – | ﹤0.01% | 655 |
|
|
2020
Q1 | $14K | Hold |
132
| – | – | ﹤0.01% | 628 |
|
|
2019
Q4 | $22K | Buy |
132
+48
| +57% | +$7.79K | ﹤0.01% | 507 |
|
|
2019
Q3 | $13K | Hold |
84
| – | – | ﹤0.01% | 527 |
|
|
2019
Q2 | $14K | Hold |
84
| – | – | ﹤0.01% | 524 |
|
|
2019
Q1 | $13K | Hold |
84
| – | – | ﹤0.01% | 532 |
|
|
2018
Q4 | $12K | Hold |
84
| – | – | ﹤0.01% | 488 |
|
|
2018
Q3 | $14K | Buy |
+84
| New | +$14.6K | ﹤0.01% | 498 |
|
|
2015
Q4 | – | Sell |
-499
| Closed | -$61K | – | 644 |
|
|
2015
Q3 | $61K | Buy |
+499
| New | +$62.4K | 0.02% | 188 |
|
Other funds holding MTB
VCM
VPM
Allworth Financial's MTB Position: Q1 2026 in Review
Allworth Financial increased its M&T Bank (MTB) stake by 5.6% in Q1 2026, buying an estimated $304K and bringing the position to 26,401 shares worth $5.46M. The position accounts for 0.02% of the portfolio, ranked #351.
Allworth Financial first reported a position in MTB in Q3 2015 and has held it in 32 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.
- Allworth Financial held 26,401 shares of M&T Bank worth $5.46M as of Q1 2026.
- Allworth Financial bought 1,411 M&T Bank shares in Q1 2026, an estimated $304K.
- M&T Bank made up 0.02% of Allworth Financial's portfolio in Q1 2026, its #351 holding.
- Allworth Financial first reported a position in M&T Bank in Q3 2015 and has held it in 32 quarters since.
- 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.
Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.