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

Ameritas Advisory Services’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
2025 Q4	–	Sell	-331	Closed	-$65.4K	–	1685
2025 Q3	$65.4K	Sell	331 -33	-9%	-$6.47K	﹤0.01%	983
2025 Q2	$70.6K	Buy	+364	New	+$64.2K	﹤0.01%	1146
2023 Q2	–	Sell	-1,196	Closed	-$143K	–	1800
2023 Q1	$143K	Sell	1,196 -1,053	-47%	-$153K	0.01%	881
2022 Q4	$326K	Buy	2,249 +1,077	+92%	+$177K	0.02%	689
2022 Q3	$207K	Buy	+1,172	New	+$207K	0.01%	702

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Ameritas Advisory Services's MTB Position: Q4 2025 in Review

Ameritas Advisory Services sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 331 shares — an estimated $65.4K sold.

Ameritas Advisory Services first reported a position in MTB in Q3 2022 and held it in 5 quarters. The position peaked at $326K in Q4 2022. 1,102 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

Ameritas Advisory Services reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
Ameritas Advisory Services sold 331 M&T Bank shares in Q4 2025, an estimated $65.4K.
Ameritas Advisory Services first reported a position in M&T Bank in Q3 2022 and held it in 5 quarters.
Ameritas Advisory Services's M&T Bank position peaked at $326K in Q4 2022.
1,102 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.