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EverSource Wealth Advisors’s M&T Bank MTB Stock Holding History

EverSource Wealth Advisors’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 		$314K Sell
1,319
-338
-20% -$73.9K 0.01% 778
2026
Q1 		$343K Buy
1,657
+328
+25% +$70.6K 0.01% 782
2025
Q4 		$268K Sell
1,329
-53
-4% -$10.1K 0.01% 819
2025
Q3 		$273K Sell
1,382
-4
-0.3% -$785 0.01% 764
2025
Q2 		$269K Buy
1,386
+404
+41% +$71.3K 0.01% 727
2025
Q1 		$175K Sell
982
-73
-7% -$13.8K 0.01% 704
2024
Q4 		$198K Sell
1,055
-50
-5% -$9.94K 0.01% 659
2024
Q3 		$197K Buy
1,105
+8
+0.7% +$1.33K 0.01% 562
2024
Q2 		$189K Sell
1,097
-146
-12% -$21.3K 0.01% 573
2024
Q1 		$179K Buy
1,243
+432
+53% +$59.9K 0.01% 523
2023
Q4 		$111K Buy
811
+22
+3% +$2.76K 0.01% 598
2023
Q3 		$99.7K Buy
789
+35
+5% +$4.57K 0.01% 568
2023
Q2 		$93.3K Buy
754
+88
+13% +$10.6K 0.01% 604
2023
Q1 		$79.6K Sell
666
-53
-7% -$7.69K 0.01% 626
2022
Q4 		$104K Sell
719
-4
-0.6% -$658 0.02% 492
2022
Q3 		$128K Buy
723
+86
+14% +$15.2K 0.03% 372
2022
Q2 		$102K Buy
637
+100
+19% +$16.8K 0.03% 370
2022
Q1 		$91K Buy
537
+498
+1,277% +$87.8K 0.02% 349
2021
Q4 		$6K Buy
+39
New +$5.99K ﹤0.01% 1189

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 $3.38T AUM 44.17% 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

EverSource Wealth Advisors's MTB Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its M&T Bank (MTB) stake by 20% in Q2 2026, selling an estimated $73.9K and leaving 1,319 shares worth $314K. The position accounts for 0.01% of the portfolio, ranked #778.

EverSource Wealth Advisors first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $343K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • EverSource Wealth Advisors held 1,319 shares of M&T Bank worth $314K as of Q2 2026.
  • EverSource Wealth Advisors sold 338 M&T Bank shares in Q2 2026, an estimated $73.9K.
  • M&T Bank made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #778 holding.
  • EverSource Wealth Advisors first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's M&T Bank position peaked at $343K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.