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

Heritage 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
Q1 		– Sell
-28
Closed -$5.26K – 623
2024
Q4 		$5.26K Buy
28
+5
+22% +$994 ﹤0.01% 487
2024
Q3 		$4.1K Buy
+23
New +$3.81K ﹤0.01% 501
2019
Q4 		– Sell
-53
Closed -$8K – 720
2019
Q3 		$8K Hold
53
– – ﹤0.01% 402
2019
Q2 		$9.01K Hold
53
– – ﹤0.01% 398
2019
Q1 		$8.32K Buy
+53
New +$8.7K ﹤0.01% 367

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return