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

Dana 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
Q2 		$2.77M Sell
11,634
-76
-0.6% -$16.6K 0.07% 271
2026
Q1 		$2.42M Sell
11,710
-115
-1% -$24.8K 0.07% 275
2025
Q4 		$2.38M Sell
11,825
-33
-0.3% -$6.3K 0.07% 273
2025
Q3 		$2.34M Sell
11,858
-356
-3% -$69.9K 0.07% 270
2025
Q2 		$2.37M Sell
12,214
-102
-0.8% -$18K 0.08% 260
2025
Q1 		$2.2M Sell
12,316
-144
-1% -$27.3K 0.08% 266
2024
Q4 		$2.34M Sell
12,460
-1,583
-11% -$315K 0.08% 268
2024
Q3 		$2.5M Sell
14,043
-118
-0.8% -$19.6K 0.08% 258
2024
Q2 		$2.14M Sell
14,161
-358
-2% -$52.3K 0.07% 271
2024
Q1 		$2.11M Buy
+14,519
New +$2.01M 0.07% 281
2023
Q4 		– Sell
-1,615
Closed -$204K – 437
2023
Q3 		$204K Sell
1,615
-103
-6% -$13.4K 0.01% 396
2023
Q2 		$213K Buy
+1,718
New +$208K 0.01% 382

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

Dana Investment Advisors's MTB Position: Q2 2026 in Review

Dana Investment Advisors reduced its M&T Bank (MTB) stake by 0.65% in Q2 2026, selling an estimated $16.6K and leaving 11,634 shares worth $2.77M. The position accounts for 0.07% of the portfolio, ranked #271.

Dana Investment Advisors first reported a position in MTB in Q2 2023 and has held it in 12 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Dana Investment Advisors held 11,634 shares of M&T Bank worth $2.77M as of Q2 2026.
  • Dana Investment Advisors sold 76 M&T Bank shares in Q2 2026, an estimated $16.6K.
  • M&T Bank made up 0.07% of Dana Investment Advisors's portfolio in Q2 2026, its #271 holding.
  • Dana Investment Advisors first reported a position in M&T Bank in Q2 2023 and has held it in 12 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Dana Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.