Avantax Advisory Services’s M&T Bank MTB Stock Holding History

Avantax 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
2025 Q2	$8.08M	Buy	41,666 +1,674	+4%	+$295K	0.04%	319
2025 Q1	$7.15M	Buy	39,992 +1,382	+4%	+$262K	0.04%	321
2024 Q4	$7.26M	Sell	38,610 -2,531	-6%	-$503K	0.05%	300
2024 Q3	$7.33M	Buy	41,141 +1,354	+3%	+$225K	0.05%	302
2024 Q2	$6.02M	Buy	39,787 +36,246	+1,024%	+$5.3M	0.04%	322
2024 Q1	$515K	Sell	3,541 -767	-18%	-$106K	﹤0.01%	1020
2023 Q4	$590K	Buy	4,308 +127	+3%	+$16K	0.01%	919
2023 Q3	$529K	Sell	4,181 -234	-5%	-$30.5K	0.01%	922
2023 Q2	$546K	Buy	4,415 +23	+0.5%	+$2.78K	0.01%	906
2023 Q1	$525K	Sell	4,392 -55	-1%	-$7.98K	0.01%	890
2022 Q4	$645K	Sell	4,447 -1,112	-20%	-$183K	0.01%	767
2022 Q3	$980K	Buy	5,559 +631	+13%	+$112K	0.02%	562
2022 Q2	$786K	Buy	4,928 +1,169	+31%	+$196K	0.01%	623
2022 Q1	$636K	Buy	3,759 +730	+24%	+$129K	0.01%	706
2021 Q4	$465K	Sell	3,029 -491	-14%	-$75.4K	0.01%	790
2021 Q3	$525K	Buy	3,520 +138	+4%	+$19.1K	0.01%	707
2021 Q2	$494K	Sell	3,382 -35	-1%	-$5.47K	0.01%	713
2021 Q1	$519K	Buy	3,417 +459	+16%	+$67.7K	0.01%	610
2020 Q4	$376K	Sell	2,958 -324	-10%	-$36.9K	0.01%	646
2020 Q3	$301K	Buy	+3,282	New	+$335K	﹤0.01%	1019
2020 Q1	–	Sell	-1,780	Closed	-$302K	–	859
2019 Q4	$302K	Buy	+1,780	New	+$289K	0.01%	622

Other funds holding MTB

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Avantax Advisory Services's MTB Position: Q2 2025 in Review

Avantax Advisory Services increased its M&T Bank (MTB) stake by 4.2% in Q2 2025, buying an estimated $295K and bringing the position to 41,666 shares worth $8.08M. The position accounts for 0.04% of the portfolio, ranked #319.

Avantax Advisory Services first reported a position in MTB in Q4 2019 and has held it in 21 quarters since. 1,022 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Avantax Advisory Services held 41,666 shares of M&T Bank worth $8.08M as of Q2 2025.
Avantax Advisory Services bought 1,674 M&T Bank shares in Q2 2025, an estimated $295K.
M&T Bank made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #319 holding.
Avantax Advisory Services first reported a position in M&T Bank in Q4 2019 and has held it in 21 quarters since.
1,022 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.