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 Q2	$4.27M	Sell	17,957 -379	-2%	-$82.9K	0.11%	103
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

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Avantax Planning Partners's MTB Position: Q2 2026 in Review

Avantax Planning Partners reduced its M&T Bank (MTB) stake by 2.1% in Q2 2026, selling an estimated $82.9K and leaving 17,957 shares worth $4.27M. The position accounts for 0.11% of the portfolio, ranked #103.

Avantax Planning Partners first reported a position in MTB in Q1 2018 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Avantax Planning Partners held 17,957 shares of M&T Bank worth $4.27M as of Q2 2026.
Avantax Planning Partners sold 379 M&T Bank shares in Q2 2026, an estimated $82.9K.
M&T Bank made up 0.11% of Avantax Planning Partners's portfolio in Q2 2026, its #103 holding.
Avantax Planning Partners first reported a position in M&T Bank in Q1 2018 and has held it in 12 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.