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

Heartwood 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
Q3 		$401K Hold
1,845
– – 0.03% 150
2026
Q2 		$439K Buy
1,845
+675
+58% +$148K 0.03% 150
2026
Q1 		$242K Sell
1,170
-20
-2% -$4.3K 0.02% 201
2025
Q4 		$240K Sell
1,190
-140
-11% -$26.7K 0.02% 185
2025
Q3 		$263K Buy
1,330
+160
+14% +$31.4K 0.02% 173
2025
Q2 		$227K Sell
1,170
-10
-0.8% -$1.76K 0.02% 175
2025
Q1 		$211K Hold
1,180
– – 0.02% 172
2024
Q4 		$222K Hold
1,180
– – 0.03% 157
2024
Q3 		$210K Buy
+1,180
New +$196K 0.02% 169
2023
Q1 		– Sell
-1,390
Closed -$202K – 137
2022
Q4 		$202K Hold
1,390
– – 0.03% 124
2022
Q3 		$245K Sell
1,390
-5
-0.4% -$885 0.04% 102
2022
Q2 		$222K Buy
+1,395
New +$234K 0.04% 107

Other funds holding MTB

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
IFA
Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return
MSRI
Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Heartwood Wealth Advisors's MTB Position: Q3 2026 in Review

Heartwood Wealth Advisors held its M&T Bank (MTB) position steady in Q3 2026 at 1,845 shares worth $401K. The position accounts for 0.03% of the portfolio, ranked #150.

Heartwood Wealth Advisors first reported a position in MTB in Q2 2022 and has held it in 12 quarters since. The position peaked at $439K in Q2 2026. 36 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Heartwood Wealth Advisors held 1,845 shares of M&T Bank worth $401K as of Q3 2026.
  • Heartwood Wealth Advisors left its M&T Bank share count unchanged in Q3 2026.
  • M&T Bank made up 0.03% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #150 holding.
  • Heartwood Wealth Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 12 quarters since.
  • Heartwood Wealth Advisors's M&T Bank position peaked at $439K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.