Kovack Advisors’s M&T Bank MTB Stock Holding History

Kovack 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 Q1	–	Sell	-1,087	Closed	-$219K	–	1070
2025 Q4	$219K	Buy	1,087 +37	+4%	+$7.07K	0.01%	907
2025 Q3	$208K	Sell	1,050 -39	-4%	-$7.65K	0.02%	566
2025 Q2	$211K	Buy	+1,089	New	+$192K	0.02%	548

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kovack Advisors's MTB Position: Q1 2026 in Review

Kovack Advisors sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,087 shares — an estimated $219K sold.

Kovack Advisors first reported a position in MTB in Q2 2025 and held it in 3 quarters. The position peaked at $219K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Kovack Advisors reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Kovack Advisors sold 1,087 M&T Bank shares in Q1 2026, an estimated $219K.
Kovack Advisors first reported a position in M&T Bank in Q2 2025 and held it in 3 quarters.
Kovack Advisors's M&T Bank position peaked at $219K in Q4 2025.
1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Kovack Advisors's 13F filing for Q1 2026, filed 13 May 2026.