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United Capital Financial Advisors’s M&T Bank MTB Stock Holding History

United Capital Financial 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 		$2.68M Sell
11,256
-180
-2% -$39.4K 0.01% 509
2026
Q1 		$2.36M Buy
11,436
+800
+8% +$172K 0.01% 513
2025
Q4 		$2.14M Sell
10,636
-1,124
-10% -$215K 0.01% 523
2025
Q3 		$2.32M Sell
11,760
-682
-5% -$134K 0.02% 437
2025
Q2 		$2.41M Buy
12,442
+8,602
+224% +$1.52M 0.02% 405
2025
Q1 		$686K Buy
3,840
+122
+3% +$23.1K 0.01% 656
2024
Q4 		$699K Sell
3,718
-44
-1% -$8.75K 0.01% 642
2024
Q3 		$670K Buy
3,762
+73
+2% +$12.1K 0.01% 651
2024
Q2 		$558K Sell
3,689
-94
-2% -$13.7K ﹤0.01% 680
2024
Q1 		$550K Sell
3,783
-196
-5% -$27.2K ﹤0.01% 715
2023
Q4 		$545K Sell
3,979
-7,231
-65% -$909K ﹤0.01% 702
2023
Q3 		$1.42M Buy
11,210
+3,200
+40% +$417K 0.01% 461
2023
Q2 		$991K Sell
8,010
-69
-0.9% -$8.35K 0.01% 549
2023
Q1 		$966K Buy
8,079
+1,030
+15% +$150K 0.01% 587
2022
Q4 		$1.02M Sell
7,049
-5,732
-45% -$942K 0.01% 607
2022
Q3 		$2.25M Sell
12,781
-889
-7% -$157K 0.01% 452
2022
Q2 		$2.18M Sell
13,670
-421
-3% -$70.7K 0.01% 475
2022
Q1 		$2.39M Sell
14,091
-1,285
-8% -$227K 0.01% 485
2021
Q4 		$2.36M Buy
15,376
+829
+6% +$127K 0.01% 500
2021
Q3 		$2.17M Sell
14,547
-1,025
-7% -$142K 0.01% 508
2021
Q2 		$2.26M Sell
15,572
-1,190
-7% -$186K 0.01% 513
2021
Q1 		$2.54M Buy
16,762
+4,559
+37% +$672K 0.01% 462
2020
Q4 		$1.55M Buy
12,203
+3,277
+37% +$373K 0.01% 564
2020
Q3 		$822K Buy
8,926
+5,828
+188% +$596K 0.01% 707
2020
Q2 		$322K Buy
3,098
+448
+17% +$47.3K ﹤0.01% 984
2020
Q1 		$274K Sell
2,650
-980
-27% -$144K ﹤0.01% 993
2019
Q4 		$616K Buy
3,630
+836
+30% +$136K ﹤0.01% 931
2019
Q3 		$441K Sell
2,794
-503
-15% -$79.2K ﹤0.01% 982
2019
Q2 		$561K Buy
3,297
+28
+0.9% +$4.64K ﹤0.01% 1009
2019
Q1 		$513K Buy
3,269
+104
+3% +$17.1K ﹤0.01% 971
2018
Q4 		$453K Buy
3,165
+138
+5% +$22.1K ﹤0.01% 952
2018
Q3 		$498K Sell
3,027
-45
-1% -$7.81K ﹤0.01% 972
2018
Q2 		$523K Buy
3,072
+78
+3% +$14K ﹤0.01% 933
2018
Q1 		$552K Buy
2,994
+394
+15% +$73.5K ﹤0.01% 933
2017
Q4 		$445K Buy
2,600
+87
+3% +$14.4K ﹤0.01% 992
2017
Q3 		$405K Sell
2,513
-185
-7% -$29.1K ﹤0.01% 1025
2017
Q2 		$437K Sell
2,698
-130
-5% -$20.5K ﹤0.01% 964
2017
Q1 		$438K Buy
2,828
+132
+5% +$21.4K ﹤0.01% 945
2016
Q4 		$422K Sell
2,696
-893
-25% -$121K ﹤0.01% 971
2016
Q3 		$417K Buy
3,589
+923
+35% +$107K ﹤0.01% 1005
2016
Q2 		$315K Buy
2,666
+159
+6% +$18.5K ﹤0.01% 1024
2016
Q1 		$278K Sell
2,507
-587
-19% -$63.7K ﹤0.01% 1022
2015
Q4 		$375K Sell
3,094
-1,241
-29% -$151K ﹤0.01% 960
2015
Q3 		$529K Sell
4,335
-422
-9% -$52.8K 0.01% 876
2015
Q2 		$594K Buy
4,757
+2,457
+107% +$303K 0.01% 853
2015
Q1 		$275K Buy
2,300
+15
+0.7% +$1.82K ﹤0.01% 1095
2014
Q4 		$287K Buy
2,285
+605
+36% +$74.3K ﹤0.01% 986
2014
Q3 		$207K Buy
+1,680
New +$207K ﹤0.01% 1043

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

United Capital Financial Advisors's MTB Position: Q2 2026 in Review

United Capital Financial Advisors reduced its M&T Bank (MTB) stake by 1.6% in Q2 2026, selling an estimated $39.4K and leaving 11,256 shares worth $2.68M. The position accounts for 0.01% of the portfolio, ranked #509.

United Capital Financial Advisors first reported a position in MTB in Q3 2014 and has held it in 48 quarters since. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • United Capital Financial Advisors held 11,256 shares of M&T Bank worth $2.68M as of Q2 2026.
  • United Capital Financial Advisors sold 180 M&T Bank shares in Q2 2026, an estimated $39.4K.
  • M&T Bank made up 0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #509 holding.
  • United Capital Financial Advisors first reported a position in M&T Bank in Q3 2014 and has held it in 48 quarters since.
  • 1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.