Wealth Enhancement Advisory Services
MTB icon

Wealth Enhancement Advisory Services’s M&T Bank MTB Stock Holding History

Wealth Enhancement Advisory 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 		$20.3M Buy
84,778
+47,031
+125% +$10.3M 0.03% 440
2026
Q1 		$7.93M Buy
37,747
+19,776
+110% +$4.26M 0.02% 677
2025
Q4 		$3.8M Buy
17,971
+683
+4% +$130K 0.01% 1162
2025
Q3 		$3.28M Buy
17,288
+900
+5% +$177K 0.01% 1170
2025
Q2 		$3.32M Buy
16,388
+942
+6% +$166K 0.01% 1098
2025
Q1 		$2.76M Sell
15,446
-17,240
-53% -$3.27M 0.01% 1085
2024
Q4 		$6.15M Buy
32,686
+16,380
+100% +$3.26M 0.01% 726
2024
Q3 		$2.9M Sell
16,306
-257
-2% -$42.6K 0.01% 917
2024
Q2 		$2.51M Sell
16,563
-890
-5% -$130K 0.01% 899
2024
Q1 		$2.54M Buy
17,453
+967
+6% +$134K 0.01% 864
2023
Q4 		$2.26M Sell
16,486
-2,461
-13% -$309K 0.01% 860
2023
Q3 		$2.4M Buy
+18,947
New +$2.47M 0.01% 797

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

Wealth Enhancement Advisory Services's MTB Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its M&T Bank (MTB) stake by 125% in Q2 2026, buying an estimated $10.3M and bringing the position to 84,778 shares worth $20.3M. The position accounts for 0.03% of the portfolio, ranked #440.

Wealth Enhancement Advisory Services first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Wealth Enhancement Advisory Services held 84,778 shares of M&T Bank worth $20.3M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 47,031 M&T Bank shares in Q2 2026, an estimated $10.3M.
  • M&T Bank made up 0.03% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #440 holding.
  • Wealth Enhancement Advisory Services first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.