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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
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 $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 $1.02T AUM 30.18% 1-Year Est. Return

Kestra Advisory Services's MTB Position: Q1 2026 in Review

Kestra Advisory Services increased its M&T Bank (MTB) stake by 16% in Q1 2026, buying an estimated $401K and bringing the position to 13,494 shares worth $2.79M. The position accounts for 0.01% of the portfolio, ranked #1105.

Kestra Advisory Services first reported a position in MTB in Q3 2020 and has held it in 23 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Kestra Advisory Services held 13,494 shares of M&T Bank worth $2.79M as of Q1 2026.
  • Kestra Advisory Services bought 1,864 M&T Bank shares in Q1 2026, an estimated $401K.
  • M&T Bank made up 0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1105 holding.
  • Kestra Advisory Services first reported a position in M&T Bank in Q3 2020 and has held it in 23 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.