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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-1,814
Closed -$391K 1289
2026
Q1
$391K Sell
1,814
-20
-1% -$4.3K 0.06% 136
2025
Q4
$389K Buy
1,834
+106
+6% +$20.3K 0.01% 685
2025
Q3
$316K Sell
1,728
-7
-0.4% -$1.37K 0.01% 703
2025
Q2
$332K Buy
+1,735
New +$306K 0.01% 656

Other funds holding MTB

Diversify Advisory Services's MTB Position: Q2 2026 in Review

Diversify Advisory Services sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 1,814 shares — an estimated $391K sold.

Diversify Advisory Services first reported a position in MTB in Q2 2025 and held it in 4 quarters. The position peaked at $391K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Diversify Advisory Services reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Diversify Advisory Services sold 1,814 M&T Bank shares in Q2 2026, an estimated $391K.
  • Diversify Advisory Services first reported a position in M&T Bank in Q2 2025 and held it in 4 quarters.
  • Diversify Advisory Services's M&T Bank position peaked at $391K in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.