SOA Wealth Advisors’s M&T Bank MTB Stock Holding History

SOA Wealth 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 Q2	$82.4K	Sell	346 -2	-0.6%	-$437	0.01%	308
2026 Q1	$72K	Buy	348 +2	+0.6%	+$430	0.01%	311
2025 Q4	$69.7K	Buy	346 +2	+0.6%	+$382	0.01%	318
2025 Q3	$68K	Buy	344 +2	+0.6%	+$392	0.01%	337
2025 Q2	$66.3K	Buy	342 +2	+0.6%	+$353	0.01%	320
2025 Q1	$60.8K	Buy	340 +2	+0.6%	+$379	0.01%	316
2024 Q4	$63.5K	Buy	338 +2	+0.6%	+$398	0.01%	303
2024 Q3	$59.8K	Buy	336 +2	+0.6%	+$332	0.01%	297
2024 Q2	$50.5K	Buy	334 +1	+0.3%	+$146	0.01%	304
2024 Q1	$48.4K	Buy	333 +1	+0.3%	+$139	0.01%	307
2023 Q4	$45.4K	Buy	332 +2	+0.6%	+$251	0.01%	305
2023 Q3	$41.8K	Buy	330 +1	+0.3%	+$130	0.01%	306
2023 Q2	$40.8K	Buy	329 +1	+0.3%	+$121	0.01%	319
2023 Q1	$39.2K	Buy	328 +1	+0.3%	+$145	0.01%	315
2022 Q4	$47.5K	Sell	327 -3	-0.9%	-$493	0.01%	285
2022 Q3	$58K	Buy	330 +7	+2%	+$1.24K	0.02%	247
2022 Q2	$51K	Sell	323 -8	-2%	-$1.34K	0.02%	261
2022 Q1	$56K	Buy	331 +1	+0.3%	+$176	0.01%	293
2021 Q4	$50K	Buy	330 +1	+0.3%	+$154	0.01%	298
2021 Q3	$49K	Buy	329 +24	+8%	+$3.33K	0.01%	307
2021 Q2	$44K	Sell	305 -27	-8%	-$4.22K	0.01%	320
2021 Q1	$50K	Sell	332 -3	-0.9%	-$442	0.01%	271
2020 Q4	$48K	Buy	+335	New	+$38.1K	0.01%	270

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

SOA Wealth Advisors reduced its M&T Bank (MTB) stake by 0.57% in Q2 2026, selling an estimated $437 and leaving 346 shares worth $82.4K. The position accounts for 0.01% of the portfolio, ranked #308.

SOA Wealth Advisors first reported a position in MTB in Q4 2020 and has held it in 23 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

SOA Wealth Advisors held 346 shares of M&T Bank worth $82.4K as of Q2 2026.
SOA Wealth Advisors sold 2 M&T Bank shares in Q2 2026, an estimated $437.
M&T Bank made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #308 holding.
SOA Wealth Advisors first reported a position in M&T Bank in Q4 2020 and has held it in 23 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.