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Kingsview Wealth Management’s M&T Bank MTB Stock Holding History

Kingsview Wealth Management’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 		$405K Sell
1,959
-105
-5% -$22.6K 0.01% 972
2025
Q4 		$416K Sell
2,064
-88
-4% -$16.8K 0.01% 912
2025
Q3 		$425K Buy
2,152
+241
+13% +$47.3K 0.01% 854
2025
Q2 		$371K Buy
1,911
+11
+0.6% +$1.94K 0.01% 874
2025
Q1 		$340K Buy
1,900
+40
+2% +$7.59K 0.01% 843
2024
Q4 		$350K Buy
1,860
+75
+4% +$14.9K 0.01% 841
2024
Q3 		$318K Buy
1,785
+110
+7% +$18.2K 0.01% 870
2024
Q2 		$254K Hold
1,675
– – 0.01% 903
2024
Q1 		$244K Buy
1,675
+26
+2% +$3.6K 0.01% 897
2023
Q4 		$226K Sell
1,649
-16
-1% -$2.01K 0.01% 862
2023
Q3 		$211K Buy
+1,665
New +$217K 0.01% 870
2023
Q2 		– Sell
-1,912
Closed -$229K – 955
2023
Q1 		$229K Buy
1,912
+30
+2% +$4.36K 0.01% 799
2022
Q4 		$273K Sell
1,882
-135
-7% -$22.2K 0.01% 696
2022
Q3 		$356K Sell
2,017
-515
-20% -$91.1K 0.02% 591
2022
Q2 		$404K Buy
2,532
+927
+58% +$156K 0.02% 584
2022
Q1 		$272K Buy
+1,605
New +$283K 0.01% 730
2020
Q3 		– Sell
-2,164
Closed -$225K – 686
2020
Q2 		$225K Buy
+2,164
New +$228K 0.02% 500
2020
Q1 		– Sell
-1,426
Closed -$242K – 556
2019
Q4 		$242K Buy
+1,426
New +$231K 0.03% 410

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

Kingsview Wealth Management's MTB Position: Q1 2026 in Review

Kingsview Wealth Management reduced its M&T Bank (MTB) stake by 5.1% in Q1 2026, selling an estimated $22.6K and leaving 1,959 shares worth $405K. The position accounts for 0.01% of the portfolio, ranked #972.

Kingsview Wealth Management first reported a position in MTB in Q4 2019 and has held it in 18 quarters since. The position peaked at $425K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Kingsview Wealth Management held 1,959 shares of M&T Bank worth $405K as of Q1 2026.
  • Kingsview Wealth Management sold 105 M&T Bank shares in Q1 2026, an estimated $22.6K.
  • M&T Bank made up 0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #972 holding.
  • Kingsview Wealth Management first reported a position in M&T Bank in Q4 2019 and has held it in 18 quarters since.
  • Kingsview Wealth Management's M&T Bank position peaked at $425K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.