Avantax Planning Partners’s M&T Bank MTB Stock Holding History

Avantax Planning Partners’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	$3.79M	Sell	18,336 -1,025	-5%	-$221K	0.1%	106
2025 Q4	$3.9M	Buy	19,361 +348	+2%	+$66.5K	0.11%	101
2025 Q3	$3.76M	Buy	19,013 +1,085	+6%	+$213K	0.11%	99
2025 Q2	$3.48M	Buy	17,928 +1,192	+7%	+$210K	0.11%	105
2025 Q1	$2.99M	Buy	16,736 +15,336	+1,095%	+$2.91M	0.11%	111
2024 Q4	$263K	Buy	1,400 +6	+0.4%	+$1.19K	0.01%	360
2024 Q3	$248K	Sell	1,394 -66	-5%	-$10.9K	0.01%	369
2024 Q2	$221K	Hold	1,460	–	–	0.01%	422
2024 Q1	$212K	Buy	+1,460	New	+$202K	0.01%	437
2018 Q4	–	Sell	-192	Closed	-$32K	–	857
2018 Q3	$32K	Buy	+192	New	+$33.3K	﹤0.01%	589
2018 Q2	–	Sell	-204	Closed	-$38K	–	999
2018 Q1	$38K	Buy	+204	New	+$38K	﹤0.01%	582

Other funds holding MTB

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

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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 Planning Partners's MTB Position: Q1 2026 in Review

Avantax Planning Partners reduced its M&T Bank (MTB) stake by 5.3% in Q1 2026, selling an estimated $221K and leaving 18,336 shares worth $3.79M. The position accounts for 0.1% of the portfolio, ranked #106.

Avantax Planning Partners first reported a position in MTB in Q1 2018 and has held it in 11 quarters since. The position peaked at $3.9M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Avantax Planning Partners held 18,336 shares of M&T Bank worth $3.79M as of Q1 2026.
Avantax Planning Partners sold 1,025 M&T Bank shares in Q1 2026, an estimated $221K.
M&T Bank made up 0.1% of Avantax Planning Partners's portfolio in Q1 2026, its #106 holding.
Avantax Planning Partners first reported a position in M&T Bank in Q1 2018 and has held it in 11 quarters since.
Avantax Planning Partners's M&T Bank position peaked at $3.9M in Q4 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Avantax Planning Partners's 13F filing for Q1 2026, filed 4 May 2026.