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
2026 Q3	$86.6K	Buy	398 +36	+10%	+$8.66K	﹤0.01%	1196
2026 Q2	$86.2K	Buy	+362	New	+$79.2K	﹤0.01%	1178
2025 Q4	–	Sell	-331	Closed	-$65.4K	–	1685
2025 Q3	$65.4K	Sell	331 -33	-9%	-$6.48K	﹤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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Ameritas Advisory Services's MTB Position: Q3 2026 in Review

Ameritas Advisory Services increased its M&T Bank (MTB) stake by 9.9% in Q3 2026, buying an estimated $8.66K and bringing the position to 398 shares worth $86.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Ameritas Advisory Services first reported a position in MTB in Q3 2022 and has held it in 7 quarters since. The position peaked at $326K in Q4 2022. 872 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Ameritas Advisory Services held 398 shares of M&T Bank worth $86.6K as of Q3 2026.
Ameritas Advisory Services bought 36 M&T Bank shares in Q3 2026, an estimated $8.66K.
M&T Bank made up ﹤0.01% of Ameritas Advisory Services's portfolio in Q3 2026, its #1196 holding.
Ameritas Advisory Services first reported a position in M&T Bank in Q3 2022 and has held it in 7 quarters since.
Ameritas Advisory Services's M&T Bank position peaked at $326K in Q4 2022.
872 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Ameritas Advisory Services's 13F filing for Q3 2026, filed 12 Nov 2026.