Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s M&T Bank MTB Stock Holding History

Envestnet Portfolio 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
2025
Q3 		$421K Sell
2025
Q2 		$584K Sell
2025
Q1 		$581K Buy
2024
Q4 		$589K Sell
2024
Q3 		$621K Sell
2024
Q2 		$554K Sell
2024
Q1 		$650K Buy
2023
Q4 		$539K Sell
2023
Q3 		$615K Buy