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
2026 Q2	$347K	Buy	+1,460	New	+$319K	0.01%	173
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

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

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

Heritage Wealth Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 1,460 shares worth $347K. The stake represents 0.01% of the portfolio and ranks #173 among its holdings. This is a return to the name: Heritage Wealth Advisors previously reported a position in MTB as recently as Q4 2024.

Heritage Wealth Advisors first reported a position in MTB in Q1 2019 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Heritage Wealth Advisors held 1,460 shares of M&T Bank worth $347K as of Q2 2026.
M&T Bank was a new Heritage Wealth Advisors position in Q2 2026.
M&T Bank made up 0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Heritage Wealth Advisors first reported a position in M&T Bank in Q1 2019 and has held it in 6 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.