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Wealth Alliance Advisory Group’s M&T Bank MTB Stock Holding History

Wealth Alliance Advisory Group’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
2025
Q2 		– Sell
-1,557
Closed -$278K – 197
2025
Q1 		$278K Buy
1,557
+6
+0.4% +$1.14K 0.06% 153
2024
Q4 		$292K Sell
1,551
-3
-0.2% -$596 0.06% 140
2024
Q3 		$277K Buy
+1,554
New +$258K 0.06% 149

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wealth Alliance Advisory Group's MTB Position: Q2 2025 in Review

Wealth Alliance Advisory Group sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 1,557 shares — an estimated $278K sold.

Wealth Alliance Advisory Group first reported a position in MTB in Q3 2024 and held it in 3 quarters. The position peaked at $292K in Q4 2024. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

  • Wealth Alliance Advisory Group reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
  • Wealth Alliance Advisory Group sold 1,557 M&T Bank shares in Q2 2025, an estimated $278K.
  • Wealth Alliance Advisory Group first reported a position in M&T Bank in Q3 2024 and held it in 3 quarters.
  • Wealth Alliance Advisory Group's M&T Bank position peaked at $292K in Q4 2024.
  • 1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Wealth Alliance Advisory Group's 13F filing for Q2 2025, filed 7 Jul 2025.