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Guardian Wealth Advisors (North Carolina)’s M&T Bank MTB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$266K Sell
1,119
-2
-0.2% -$437 0.01% 332
2026
Q1 		$232K Buy
1,121
+5
+0.4% +$1.08K 0.01% 326
2025
Q4 		$225K Sell
1,116
-1
-0.1% -$191 0.01% 345
2025
Q3 		$221K Buy
1,117
+16
+1% +$3.14K 0.01% 335
2025
Q2 		$214K Sell
1,101
-185
-14% -$32.6K 0.02% 321
2025
Q1 		$230K Sell
1,286
-10
-0.8% -$1.9K 0.02% 289
2024
Q4 		$244K Buy
1,296
+24
+2% +$4.77K 0.02% 281
2024
Q3 		$227K Buy
+1,272
New +$211K 0.02% 250

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

Guardian Wealth Advisors (North Carolina)'s MTB Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its M&T Bank (MTB) stake by 0.18% in Q2 2026, selling an estimated $437 and leaving 1,119 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #332.

Guardian Wealth Advisors (North Carolina) first reported a position in MTB in Q3 2024 and has held it in 8 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,119 shares of M&T Bank worth $266K as of Q2 2026.
  • Guardian Wealth Advisors (North Carolina) sold 2 M&T Bank shares in Q2 2026, an estimated $437.
  • M&T Bank made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #332 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in M&T Bank in Q3 2024 and has held it in 8 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.