DAS
MTB icon

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
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% -$9.53K 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

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

Dynamic Advisor Solutions's MTB Position: Q2 2026 in Review

Dynamic Advisor Solutions reduced its M&T Bank (MTB) stake by 1.1% in Q2 2026, selling an estimated $21.6K and leaving 9,063 shares worth $2.16M. The position accounts for 0.06% of the portfolio, ranked #322.

Dynamic Advisor Solutions first reported a position in MTB in Q1 2023 and has held it in 14 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Dynamic Advisor Solutions held 9,063 shares of M&T Bank worth $2.16M as of Q2 2026.
  • Dynamic Advisor Solutions sold 99 M&T Bank shares in Q2 2026, an estimated $21.6K.
  • M&T Bank made up 0.06% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #322 holding.
  • Dynamic Advisor Solutions first reported a position in M&T Bank in Q1 2023 and has held it in 14 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.