HIA
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Harbor Investment Advisory’s M&T Bank MTB Stock Holding History

Harbor Investment Advisory’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 		$76.2K Hold
320
– – 0.01% 637
2026
Q1 		$66.2K Sell
320
-65
-17% -$14K 0.01% 574
2025
Q4 		$77.6K Buy
385
+25
+7% +$4.78K 0.01% 565
2025
Q3 		$71.1K Buy
360
+29
+9% +$5.69K 0.01% 569
2025
Q2 		$64.2K Hold
331
– – 0.01% 582
2025
Q1 		$59.2K Buy
331
+14
+4% +$2.65K 0.01% 570
2024
Q4 		$59.6K Buy
317
+20
+7% +$3.98K 0.01% 562
2024
Q3 		$52.9K Sell
297
-2
-0.7% -$332 0.01% 584
2024
Q2 		$45.3K Buy
299
+2
+0.7% +$292 ﹤0.01% 599
2024
Q1 		$43.2K Sell
297
-28
-9% -$3.88K ﹤0.01% 609
2023
Q4 		$44.6K Hold
325
– – 0.01% 589
2023
Q3 		$41.1K Sell
325
-30
-8% -$3.91K 0.01% 578
2023
Q2 		$43.9K Hold
355
– – 0.01% 748
2023
Q1 		$42.4K Sell
355
-26
-7% -$3.77K 0.01% 751
2022
Q4 		$55.3K Buy
381
+13
+4% +$2.14K 0.01% 671
2022
Q3 		$65K Hold
368
– – 0.01% 598
2022
Q2 		$59K Buy
368
+22
+6% +$3.7K 0.01% 654
2022
Q1 		$59K Hold
346
– – 0.01% 698
2021
Q4 		$53K Sell
346
-25
-7% -$3.84K 0.01% 727
2021
Q3 		$55K Buy
371
+25
+7% +$3.46K 0.01% 720
2021
Q2 		$50K Hold
346
– – 0.01% 704
2021
Q1 		$52K Buy
346
+62
+22% +$9.14K 0.01% 675
2020
Q4 		$36K Sell
284
-400
-58% -$45.6K 0.01% 711
2020
Q3 		$63K Sell
684
-5,661
-89% -$579K 0.01% 448
2020
Q2 		$660K Sell
6,345
-460
-7% -$48.6K 0.14% 125
2020
Q1 		$704K Buy
6,805
+51
+0.8% +$7.5K 0.19% 102
2019
Q4 		$1.15M Buy
+6,754
New +$1.1M 0.26% 84

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
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return