Kestra Advisory Services
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Kestra Advisory Services’s M&T Bank MTB Stock Holding History

Kestra Advisory Services’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 		$2.96M Buy
13,603
+54
+0.4% +$13K 0.01% 1184
2026
Q2 		$3.22M Buy
13,549
+55
+0.4% +$12K 0.01% 1079
2026
Q1 		$2.79M Buy
13,494
+1,864
+16% +$401K 0.01% 1105
2025
Q4 		$2.34M Buy
11,630
+2,309
+25% +$441K 0.01% 1126
2025
Q3 		$1.84M Buy
9,321
+1,564
+20% +$307K 0.01% 1201
2025
Q2 		$1.5M Sell
7,757
-130
-2% -$22.9K 0.01% 1241
2025
Q1 		$1.41M Sell
7,887
-335
-4% -$63.5K 0.01% 1170
2024
Q4 		$1.55M Buy
8,222
+123
+2% +$24.5K 0.01% 1141
2024
Q3 		$1.44M Sell
8,099
-476
-6% -$78.9K 0.01% 1128
2024
Q2 		$1.3M Sell
8,575
-430
-5% -$62.8K 0.01% 1179
2024
Q1 		$1.31M Buy
9,005
+55
+0.6% +$7.62K 0.01% 1081
2023
Q4 		$1.23M Buy
8,950
+253
+3% +$31.8K 0.01% 1018
2023
Q3 		$1.1M Sell
8,697
-835
-9% -$109K 0.01% 946
2023
Q2 		$1.18M Buy
9,532
+1,225
+15% +$148K 0.01% 909
2023
Q1 		$993K Sell
8,307
-4,347
-34% -$631K 0.01% 952
2022
Q4 		$1.84M Buy
12,654
+2,384
+23% +$392K 0.02% 785
2022
Q3 		$1.81M Buy
10,270
+554
+6% +$98K 0.02% 711
2022
Q2 		$1.55M Buy
9,716
+3,111
+47% +$523K 0.02% 772
2022
Q1 		$1.12M Sell
6,605
-1,081
-14% -$191K 0.01% 908
2021
Q4 		$1.18M Sell
7,686
-295
-4% -$45.3K 0.01% 905
2021
Q3 		$1.19M Buy
7,981
+531
+7% +$73.6K 0.01% 926
2021
Q2 		$1.08M Buy
7,450
+1,098
+17% +$172K 0.01% 899
2021
Q1 		$963K Sell
6,352
-1,078
-15% -$159K 0.01% 884
2020
Q4 		$933K Buy
7,430
+7,330
+7,330% +$835K 0.01% 896
2020
Q3 		$563K Buy
+100
New +$10.2K 0.01% 836

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Canoe Financial
Canoe Financial Calgary, Alberta, Canada $8.31B AUM 20.88% 1-Year Est. Return

Kestra Advisory Services's MTB Position: Q3 2026 in Review

Kestra Advisory Services increased its M&T Bank (MTB) stake by 0.4% in Q3 2026, buying an estimated $13K and bringing the position to 13,603 shares worth $2.96M. The position accounts for 0.01% of the portfolio, ranked #1184.

Kestra Advisory Services first reported a position in MTB in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.22M in Q2 2026. 755 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Kestra Advisory Services held 13,603 shares of M&T Bank worth $2.96M as of Q3 2026.
  • Kestra Advisory Services bought 54 M&T Bank shares in Q3 2026, an estimated $13K.
  • M&T Bank made up 0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #1184 holding.
  • Kestra Advisory Services first reported a position in M&T Bank in Q3 2020 and has held it in 25 quarters since.
  • Kestra Advisory Services's M&T Bank position peaked at $3.22M in Q2 2026.
  • 755 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.