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 $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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Atria Wealth Solutions's MTB Position: Q2 2025 in Review

Atria Wealth Solutions reduced its M&T Bank (MTB) stake by 8% in Q2 2025, selling an estimated $154K and leaving 9,980 shares worth $1.95M. The position accounts for 0.04% of the portfolio, ranked #423.

Atria Wealth Solutions first reported a position in MTB in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.25M in Q1 2022. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Atria Wealth Solutions held 9,980 shares of M&T Bank worth $1.95M as of Q2 2025.
Atria Wealth Solutions sold 870 M&T Bank shares in Q2 2025, an estimated $154K.
M&T Bank made up 0.04% of Atria Wealth Solutions's portfolio in Q2 2025, its #423 holding.
Atria Wealth Solutions first reported a position in M&T Bank in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's M&T Bank position peaked at $2.25M in Q1 2022.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.