Lloyd Advisory Services’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$8.43K Sell
35
-17
-33% -$3.72K ﹤0.01% 383
2026
Q1
$10.7K Buy
+52
New +$11.2K ﹤0.01% 475

Other funds holding MTB

Lloyd Advisory Services's MTB Position: Q2 2026 in Review

Lloyd Advisory Services reduced its M&T Bank (MTB) stake by 33% in Q2 2026, selling an estimated $3.72K and leaving 35 shares worth $8.43K. The position accounts for ﹤0.01% of the portfolio, ranked #383.

Lloyd Advisory Services first reported a position in MTB in Q1 2026 and has held it in 2 quarters since. The position peaked at $10.7K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Lloyd Advisory Services held 35 shares of M&T Bank worth $8.43K as of Q2 2026.
  • Lloyd Advisory Services sold 17 M&T Bank shares in Q2 2026, an estimated $3.72K.
  • M&T Bank made up ﹤0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #383 holding.
  • Lloyd Advisory Services first reported a position in M&T Bank in Q1 2026 and has held it in 2 quarters since.
  • Lloyd Advisory Services's M&T Bank position peaked at $10.7K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.