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 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Heartwood Wealth Advisors increased its M&T Bank (MTB) stake by 58% in Q2 2026, buying an estimated $148K and bringing the position to 1,845 shares worth $439K. 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 11 quarters since. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Heartwood Wealth Advisors held 1,845 shares of M&T Bank worth $439K as of Q2 2026.
Heartwood Wealth Advisors bought 675 M&T Bank shares in Q2 2026, an estimated $148K.
M&T Bank made up 0.03% of Heartwood Wealth Advisors's portfolio in Q2 2026, its #150 holding.
Heartwood Wealth Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 11 quarters since.
1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.