Dynamic Advisor Solutions
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Dynamic Advisor Solutions’s M&T Bank MTB Stock Holding History

Dynamic Advisor Solutions’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
Q3 		$1.95M Sell
8,967
-96
-1% -$23.1K 0.06% 323
2026
Q2 		$2.16M Sell
9,063
-99
-1% -$21.6K 0.06% 322
2026
Q1 		$1.89M Sell
9,162
-545
-6% -$117K 0.06% 325
2025
Q4 		$1.96M Sell
9,707
-137
-1% -$26.2K 0.06% 296
2025
Q3 		$1.95M Sell
9,844
-31
-0.3% -$6.08K 0.06% 326
2025
Q2 		$1.92M Sell
9,875
-54
-0.5% -$9.5K 0.06% 317
2025
Q1 		$1.77M Buy
9,929
+23
+0.2% +$4.36K 0.06% 301
2024
Q4 		$1.86M Sell
9,906
-189
-2% -$37.6K 0.08% 217
2024
Q3 		$1.8M Buy
10,095
+109
+1% +$18.1K 0.05% 319
2024
Q2 		$1.51M Buy
9,986
+1,423
+17% +$208K 0.05% 353
2024
Q1 		$1.25M Sell
8,563
-422
-5% -$58.5K 0.04% 393
2023
Q4 		$1.24M Buy
8,985
+2,605
+41% +$327K 0.05% 367
2023
Q3 		$807K Buy
6,380
+239
+4% +$31.2K 0.04% 402
2023
Q2 		$760K Buy
6,141
+2,801
+84% +$339K 0.04% 403
2023
Q1 		$399K Buy
+3,340
New +$485K 0.02% 525

Other funds holding MTB

Smead Capital Management
Smead Capital Management Phoenix, Arizona $4.71B AUM 32.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Matrix Asset Advisors
Matrix Asset Advisors White Plains, New York $1.21B AUM 19.26% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
ASR Vermogensbeheer
ASR Vermogensbeheer Utrecht, Netherlands $10.1B AUM 30.4% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Dynamic Advisor Solutions's MTB Position: Q3 2026 in Review

Dynamic Advisor Solutions reduced its M&T Bank (MTB) stake by 1.1% in Q3 2026, selling an estimated $23.1K and leaving 8,967 shares worth $1.95M. The position accounts for 0.06% of the portfolio, ranked #323.

Dynamic Advisor Solutions first reported a position in MTB in Q1 2023 and has held it in 15 quarters since. The position peaked at $2.16M in Q2 2026. 174 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Dynamic Advisor Solutions held 8,967 shares of M&T Bank worth $1.95M as of Q3 2026.
  • Dynamic Advisor Solutions sold 96 M&T Bank shares in Q3 2026, an estimated $23.1K.
  • M&T Bank made up 0.06% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #323 holding.
  • Dynamic Advisor Solutions first reported a position in M&T Bank in Q1 2023 and has held it in 15 quarters since.
  • Dynamic Advisor Solutions's M&T Bank position peaked at $2.16M in Q2 2026.
  • 174 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.