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Kingswood Wealth Advisors’s M&T Bank MTB Stock Holding History

Kingswood 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 		$483K Buy
2,031
+114
+6% +$24.9K 0.02% 619
2026
Q1 		$396K Sell
1,917
-74
-4% -$15.9K 0.02% 619
2025
Q4 		$401K Buy
1,991
+289
+17% +$55.2K 0.02% 591
2025
Q3 		$336K Buy
1,702
+2
+0.1% +$392 0.02% 588
2025
Q2 		$330K Buy
1,700
+59
+4% +$10.4K 0.03% 542
2025
Q1 		$293K Sell
1,641
-347
-17% -$65.8K 0.03% 557
2024
Q4 		$374K Sell
1,988
-1,428
-42% -$284K 0.03% 530
2024
Q3 		$607K Buy
3,416
+306
+10% +$50.7K 0.04% 406
2024
Q2 		$471K Buy
+3,110
New +$454K 0.04% 409
2024
Q1 		– Sell
-3,491
Closed -$479K – 668
2023
Q4 		$479K Buy
+3,491
New +$439K 0.05% 355

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Kingswood Wealth Advisors increased its M&T Bank (MTB) stake by 5.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 2,031 shares worth $483K. The position accounts for 0.02% of the portfolio, ranked #619.

Kingswood Wealth Advisors first reported a position in MTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $607K in Q3 2024. 1,156 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Kingswood Wealth Advisors held 2,031 shares of M&T Bank worth $483K as of Q2 2026.
  • Kingswood Wealth Advisors bought 114 M&T Bank shares in Q2 2026, an estimated $24.9K.
  • M&T Bank made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #619 holding.
  • Kingswood Wealth Advisors first reported a position in M&T Bank in Q4 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's M&T Bank position peaked at $607K in Q3 2024.
  • 1,156 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.