AWA
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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
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 – 1322
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% 1707
2020
Q4 		$0 Buy
+1
New +$114 ﹤0.01% 1432
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return