Arkadios Wealth Advisors’s M&T Bank MTB Stock Holding History

Arkadios Wealth Advisors’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 Q2	$503K	Sell	2,112 -679	-24%	-$148K	0.01%	1123
2026 Q1	$577K	Sell	2,791 -24	-0.9%	-$5.17K	0.01%	1044
2025 Q4	$567K	Buy	2,815 +579	+26%	+$111K	0.01%	943
2025 Q3	$442K	Buy	2,236 +924	+70%	+$181K	0.01%	990
2025 Q2	$254K	Buy	1,312 +64	+5%	+$11.3K	0.01%	1116
2025 Q1	$223K	Buy	+1,248	New	+$237K	0.01%	1009
2021 Q4	–	Sell	-1,516	Closed	-$226K	–	1320
2021 Q3	$226K	Sell	1,516 -1	-0.1%	-$139	0.03%	476
2021 Q2	$220K	Buy	1,517 +1,516	+151,600%	+$237K	0.03%	510
2021 Q1	$0	Hold	1	–	–	﹤0.01%	1704
2020 Q4	$0	Buy	+1	New	+$114	﹤0.01%	1429
2020 Q2	–	Sell	-39	Closed	-$4.03K	–	1068
2020 Q1	$4.03K	Sell	39 -10	-20%	-$1.47K	﹤0.01%	829
2019 Q4	$8.36K	Buy	+49	New	+$7.95K	0.01%	623

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Arkadios Wealth Advisors's MTB Position: Q2 2026 in Review

Arkadios Wealth Advisors reduced its M&T Bank (MTB) stake by 24% in Q2 2026, selling an estimated $148K and leaving 2,112 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1123.

Arkadios Wealth Advisors first reported a position in MTB in Q4 2019 and has held it in 12 quarters since. The position peaked at $577K in Q1 2026. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Arkadios Wealth Advisors held 2,112 shares of M&T Bank worth $503K as of Q2 2026.
Arkadios Wealth Advisors sold 679 M&T Bank shares in Q2 2026, an estimated $148K.
M&T Bank made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1123 holding.
Arkadios Wealth Advisors first reported a position in M&T Bank in Q4 2019 and has held it in 12 quarters since.
Arkadios Wealth Advisors's M&T Bank position peaked at $577K in Q1 2026.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.