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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
Q2 		$715K Sell
3,004
-271
-8% -$59.3K ﹤0.01% 1177
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Beacon Pointe Advisors's MTB Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its M&T Bank (MTB) stake by 8.3% in Q2 2026, selling an estimated $59.3K and leaving 3,004 shares worth $715K. The position accounts for ﹤0.01% of the portfolio, ranked #1177.

Beacon Pointe Advisors first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. The position peaked at $886K in Q4 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Beacon Pointe Advisors held 3,004 shares of M&T Bank worth $715K as of Q2 2026.
  • Beacon Pointe Advisors sold 271 M&T Bank shares in Q2 2026, an estimated $59.3K.
  • M&T Bank made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1177 holding.
  • Beacon Pointe Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
  • Beacon Pointe Advisors's M&T Bank position peaked at $886K in Q4 2022.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.