Atria Wealth Solutions’s M&T Bank MTB Stock Holding History

Atria Wealth Solutions’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 Q2	$1.95M	Sell	9,980 -870	-8%	-$154K	0.04%	423
2025 Q1	$1.94M	Buy	10,850 +183	+2%	+$34.7K	0.02%	646
2024 Q4	$2.01M	Sell	10,667 -603	-5%	-$120K	0.02%	639
2024 Q3	$2.01M	Buy	11,270 +383	+4%	+$63.5K	0.02%	633
2024 Q2	$1.65M	Sell	10,887 -2,621	-19%	-$383K	0.02%	695
2024 Q1	$1.97M	Buy	13,508 +967	+8%	+$134K	0.02%	645
2023 Q4	$1.72M	Buy	12,541 +1,013	+9%	+$127K	0.02%	654
2023 Q3	$1.46M	Buy	11,528 +1,353	+13%	+$176K	0.02%	667
2023 Q2	$1.26M	Buy	10,175 +854	+9%	+$103K	0.02%	750
2023 Q1	$1.11M	Buy	9,321 +589	+7%	+$85.5K	0.02%	754
2022 Q4	$1.27M	Sell	8,732 -31	-0.4%	-$5.1K	0.02%	659
2022 Q3	$1.55M	Sell	8,763 -4,676	-35%	-$827K	0.03%	571
2022 Q2	$2.14M	Buy	13,439 +176	+1%	+$29.6K	0.04%	424
2022 Q1	$2.25M	Buy	+13,263	New	+$2.34M	0.04%	452

Other funds holding MTB

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return