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Prospera Financial Services’s M&T Bank MTB Stock Holding History

Prospera Financial Services’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 		$283K Sell
1,187
-144
-11% -$31.5K ﹤0.01% 1257
2026
Q1 		$276K Buy
1,331
+98
+8% +$21.1K ﹤0.01% 1234
2025
Q4 		$249K Buy
1,233
+152
+14% +$29K ﹤0.01% 1209
2025
Q3 		$214K Sell
1,081
-154
-12% -$30.2K ﹤0.01% 1283
2025
Q2 		$240K Sell
1,235
-102
-8% -$18K ﹤0.01% 1190
2025
Q1 		$239K Sell
1,337
-61
-4% -$11.6K 0.01% 1066
2024
Q4 		$263K Buy
+1,398
New +$278K 0.01% 981
2022
Q3 		– Sell
-731
Closed -$117K – 1319
2022
Q2 		$117K Buy
731
+500
+216% +$84K 0.01% 863
2022
Q1 		$39K Sell
231
-18,702
-99% -$3.3M ﹤0.01% 1477
2021
Q4 		$2.91M Sell
18,933
-482
-2% -$74K 0.13% 195
2021
Q3 		$2.9M Buy
+19,415
New +$2.69M 0.14% 177
2020
Q4 		– Sell
-27
Closed -$2K – 1231
2020
Q3 		$2K Buy
+27
New +$2.76K ﹤0.01% 1475

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

Prospera Financial Services's MTB Position: Q2 2026 in Review

Prospera Financial Services reduced its M&T Bank (MTB) stake by 11% in Q2 2026, selling an estimated $31.5K and leaving 1,187 shares worth $283K. The position accounts for ﹤0.01% of the portfolio, ranked #1257.

Prospera Financial Services first reported a position in MTB in Q3 2020 and has held it in 12 quarters since. The position peaked at $2.91M in Q4 2021. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Prospera Financial Services held 1,187 shares of M&T Bank worth $283K as of Q2 2026.
  • Prospera Financial Services sold 144 M&T Bank shares in Q2 2026, an estimated $31.5K.
  • M&T Bank made up ﹤0.01% of Prospera Financial Services's portfolio in Q2 2026, its #1257 holding.
  • Prospera Financial Services first reported a position in M&T Bank in Q3 2020 and has held it in 12 quarters since.
  • Prospera Financial Services's M&T Bank position peaked at $2.91M in Q4 2021.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.