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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
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

SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.8B AUM 48.92% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
MCG
McCollum Christoferson Group Amherst, New York $341M AUM 15.01% 1-Year Est. Return
LC
Lawood & Co Williamsport, Pennsylvania $148M AUM