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

Beacon Investment 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
2026
Q2 		$1.26M Buy
5,287
+444
+9% +$97.1K 0.05% 129
2026
Q1 		$1M Buy
4,843
+572
+13% +$123K 0.04% 136
2025
Q4 		$861K Buy
4,271
+157
+4% +$30K 0.04% 139
2025
Q3 		$813K Buy
4,114
+1,338
+48% +$263K 0.03% 138
2025
Q2 		$539K Buy
2,776
+8
+0.3% +$1.41K 0.02% 166
2025
Q1 		$495K Hold
2,768
– – 0.02% 164
2024
Q4 		$520K Sell
2,768
-83
-3% -$16.5K 0.02% 169
2024
Q3 		$508K Buy
2,851
+130
+5% +$21.6K 0.02% 177
2024
Q2 		$412K Hold
2,721
– – 0.02% 183
2024
Q1 		$396K Hold
2,721
– – 0.02% 198
2023
Q4 		$373K Buy
2,721
+723
+36% +$90.8K 0.02% 201
2023
Q3 		$253K Hold
1,998
– – 0.01% 246
2023
Q2 		$247K Sell
1,998
-13
-0.6% -$1.57K 0.01% 253
2023
Q1 		$240K Sell
2,011
-61
-3% -$8.86K 0.01% 252
2022
Q4 		$301K Hold
2,072
– – 0.02% 230
2022
Q3 		$365K Sell
2,072
-15
-0.7% -$2.65K 0.02% 211
2022
Q2 		$333K Buy
+2,087
New +$351K 0.02% 231

Other funds holding MTB

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
ADEF
Adams Diversified Equity Fund Baltimore, Maryland $3.27B AUM 45.57% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return

Beacon Investment Advisory Services's MTB Position: Q2 2026 in Review

Beacon Investment Advisory Services increased its M&T Bank (MTB) stake by 9.2% in Q2 2026, buying an estimated $97.1K and bringing the position to 5,287 shares worth $1.26M. The position accounts for 0.05% of the portfolio, ranked #129.

Beacon Investment Advisory Services first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 236 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Beacon Investment Advisory Services held 5,287 shares of M&T Bank worth $1.26M as of Q2 2026.
  • Beacon Investment Advisory Services bought 444 M&T Bank shares in Q2 2026, an estimated $97.1K.
  • M&T Bank made up 0.05% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #129 holding.
  • Beacon Investment Advisory Services first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • 236 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.