Bell Investment Advisors’s M&T Bank MTB Stock Holding History

Bell Investment 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	$11.6K	Sell	56 -43	-43%	-$9.26K	﹤0.01%	620
2025 Q4	$19.9K	Buy	99 +66	+200%	+$12.6K	﹤0.01%	451
2025 Q3	$6.52K	Sell	33 -3	-8%	-$589	﹤0.01%	806
2025 Q2	$6.98K	Buy	36 +10	+38%	+$1.76K	﹤0.01%	827
2025 Q1	$4.65K	Hold	26	–	–	﹤0.01%	949
2024 Q4	$4.89K	Buy	26 +2	+8%	+$398	﹤0.01%	936
2024 Q3	$4.28K	Buy	24 +3	+14%	+$497	﹤0.01%	1023
2024 Q2	$3.18K	Hold	21	–	–	﹤0.01%	1143
2024 Q1	$3.06K	Hold	21	–	–	﹤0.01%	1160
2023 Q4	$2.88K	Sell	21 -5	-19%	-$628	﹤0.01%	1174
2023 Q3	$3.29K	Buy	26 +14	+117%	+$1.83K	﹤0.01%	1026
2023 Q2	$1.49K	Buy	12 +4	+50%	+$484	﹤0.01%	1439
2023 Q1	$957	Sell	8 -37	-82%	-$5.37K	﹤0.01%	1593
2022 Q4	$6.53K	Buy	45 +8	+22%	+$1.31K	﹤0.01%	671
2022 Q3	$7K	Sell	37 -3	-8%	-$531	﹤0.01%	539
2022 Q2	$6K	Buy	+40	New	+$6.72K	﹤0.01%	634
2021 Q4	$5K	Sell	31 -3	-9%	-$461	﹤0.01%	779
2021 Q3	$5K	Buy	+34	New	+$4.71K	﹤0.01%	723

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

Bell Investment Advisors's MTB Position: Q1 2026 in Review

Bell Investment Advisors reduced its M&T Bank (MTB) stake by 43% in Q1 2026, selling an estimated $9.26K and leaving 56 shares worth $11.6K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Bell Investment Advisors first reported a position in MTB in Q3 2021 and has held it in 18 quarters since. The position peaked at $19.9K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Bell Investment Advisors held 56 shares of M&T Bank worth $11.6K as of Q1 2026.
Bell Investment Advisors sold 43 M&T Bank shares in Q1 2026, an estimated $9.26K.
M&T Bank made up ﹤0.01% of Bell Investment Advisors's portfolio in Q1 2026, its #620 holding.
Bell Investment Advisors first reported a position in M&T Bank in Q3 2021 and has held it in 18 quarters since.
Bell Investment Advisors's M&T Bank position peaked at $19.9K in Q4 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Bell Investment Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.