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

Kestra Private Wealth 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 		$411K Sell
1,988
-280
-12% -$60.3K 0.01% 1304
2025
Q4 		$457K Buy
2,268
+442
+24% +$84.4K 0.01% 1215
2025
Q3 		$361K Sell
1,826
-19
-1% -$3.73K ﹤0.01% 1261
2025
Q2 		$358K Buy
1,845
+146
+9% +$25.8K 0.01% 1184
2025
Q1 		$304K Sell
1,699
-755
-31% -$143K 0.01% 1194
2024
Q4 		$461K Buy
2,454
+1,039
+73% +$207K 0.01% 955
2024
Q3 		$252K Sell
1,415
-736
-34% -$122K ﹤0.01% 1159
2024
Q2 		$326K Sell
2,151
-125
-5% -$18.3K 0.01% 1015
2024
Q1 		$331K Sell
2,276
-7,819
-77% -$1.08M 0.01% 972
2023
Q4 		$1.38M Sell
10,095
-10,967
-52% -$1.38M 0.04% 441
2023
Q3 		$2.66M Buy
21,062
+1,183
+6% +$154K 0.08% 256
2023
Q2 		$2.46M Buy
19,879
+1,988
+11% +$241K 0.08% 255
2023
Q1 		$2.14M Buy
17,891
+4,748
+36% +$689K 0.09% 252
2022
Q4 		$1.91M Sell
13,143
-1,929
-13% -$317K 0.1% 241
2022
Q3 		$2.66M Buy
15,072
+1,077
+8% +$191K 0.15% 157
2022
Q2 		$2.23M Buy
+13,995
New +$2.35M 0.13% 190

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 Private Wealth Services's MTB Position: Q1 2026 in Review

Kestra Private Wealth Services reduced its M&T Bank (MTB) stake by 12% in Q1 2026, selling an estimated $60.3K and leaving 1,988 shares worth $411K. The position accounts for 0.01% of the portfolio, ranked #1304.

Kestra Private Wealth Services first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.66M in Q3 2023. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Kestra Private Wealth Services held 1,988 shares of M&T Bank worth $411K as of Q1 2026.
  • Kestra Private Wealth Services sold 280 M&T Bank shares in Q1 2026, an estimated $60.3K.
  • M&T Bank made up 0.01% of Kestra Private Wealth Services's portfolio in Q1 2026, its #1304 holding.
  • Kestra Private Wealth Services first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
  • Kestra Private Wealth Services's M&T Bank position peaked at $2.66M in Q3 2023.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Kestra Private Wealth Services's 13F filing for Q1 2026, filed 20 Apr 2026.