Physician Wealth Advisors’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
$44.3K Buy
186
+10
+6% +$2.19K 0.01% 458
2026
Q1
$36.4K Buy
176
+2
+1% +$430 0.01% 469
2025
Q4
$35.1K Buy
174
+86
+98% +$16.4K ﹤0.01% 457
2025
Q3
$17.4K Buy
88
+11
+14% +$2.16K ﹤0.01% 608
2025
Q2
$14.9K Buy
77
+3
+4% +$529 ﹤0.01% 571
2025
Q1
$13.2K Hold
74
﹤0.01% 567
2024
Q4
$13.9K Buy
+74
New +$14.7K ﹤0.01% 578

Other funds holding MTB

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

Physician Wealth Advisors increased its M&T Bank (MTB) stake by 5.7% in Q2 2026, buying an estimated $2.19K and bringing the position to 186 shares worth $44.3K. The position accounts for 0.01% of the portfolio, ranked #458.

Physician Wealth Advisors first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Physician Wealth Advisors held 186 shares of M&T Bank worth $44.3K as of Q2 2026.
  • Physician Wealth Advisors bought 10 M&T Bank shares in Q2 2026, an estimated $2.19K.
  • M&T Bank made up 0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #458 holding.
  • Physician Wealth Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.