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

Exencial 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
2025 Q3	$12.7M	Buy
2025 Q2	$12.5M	Sell
2025 Q1	$11.9M	Buy
2024 Q4	$8.18M	Buy
2023 Q1	–	Sell
2022 Q4	$261K	Sell
2022 Q3	$7.59M	Sell
2022 Q2	$6.98M	Sell
2022 Q1	$7.9M	Buy