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Beacon Pointe Advisors’s M&T Bank MTB Stock Holding History

Beacon Pointe Advisors’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 		$677K Buy
3,275
+792
+32% +$170K ﹤0.01% 1163
2025
Q4 		$500K Buy
2,483
+1,357
+121% +$259K ﹤0.01% 1077
2025
Q3 		$223K Sell
1,126
-419
-27% -$82.2K ﹤0.01% 1286
2025
Q2 		$300K Buy
+1,545
New +$273K ﹤0.01% 1054
2025
Q1 		– Sell
-1,386
Closed -$261K – 1247
2024
Q4 		$261K Sell
1,386
-3,005
-68% -$597K ﹤0.01% 1059
2024
Q3 		$782K Sell
4,391
-274
-6% -$45.4K 0.01% 704
2024
Q2 		$706K Buy
4,665
+1,346
+41% +$197K 0.01% 750
2024
Q1 		$483K Buy
3,319
+64
+2% +$8.87K 0.01% 928
2023
Q4 		$446K Sell
3,255
-133
-4% -$16.7K 0.01% 938
2023
Q3 		$428K Buy
3,388
+1,092
+48% +$142K 0.01% 938
2023
Q2 		$284K Sell
2,296
-2,853
-55% -$345K ﹤0.01% 901
2023
Q1 		$616K Sell
5,149
-960
-16% -$139K 0.01% 695
2022
Q4 		$886K Buy
6,109
+2,092
+52% +$344K 0.02% 530
2022
Q3 		$708K Buy
4,017
+527
+15% +$93.3K 0.02% 548
2022
Q2 		$559K Buy
+3,490
New +$586K 0.01% 613

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Beacon Pointe Advisors's MTB Position: Q1 2026 in Review

Beacon Pointe Advisors increased its M&T Bank (MTB) stake by 32% in Q1 2026, buying an estimated $170K and bringing the position to 3,275 shares worth $677K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Beacon Pointe Advisors first reported a position in MTB in Q2 2022 and has held it in 15 quarters since. The position peaked at $886K in Q4 2022. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Beacon Pointe Advisors held 3,275 shares of M&T Bank worth $677K as of Q1 2026.
  • Beacon Pointe Advisors bought 792 M&T Bank shares in Q1 2026, an estimated $170K.
  • M&T Bank made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q1 2026, its #1163 holding.
  • Beacon Pointe Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 15 quarters since.
  • Beacon Pointe Advisors's M&T Bank position peaked at $886K in Q4 2022.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.