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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
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 – 1233
2020
Q3 		$2K Buy
+27
New +$2.76K ﹤0.01% 1475

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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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Geode Capital Management
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Invesco
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