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

Wealth Preservation 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
Q1 		– Sell
-140
Closed -$28.1K – 1137
2025
Q4 		$28.1K Hold
140
– – 0.01% 237
2025
Q3 		$27.6K Hold
140
– – 0.02% 232
2025
Q2 		$27.1K Buy
140
+1
+0.7% +$176 0.02% 226
2025
Q1 		$24.8K Buy
+139
New +$26.4K 0.02% 242

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
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 Preservation Advisors's MTB Position: Q1 2026 in Review

Wealth Preservation Advisors sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 140 shares — an estimated $28.1K sold.

Wealth Preservation Advisors first reported a position in MTB in Q1 2025 and held it in 4 quarters. The position peaked at $28.1K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Wealth Preservation Advisors reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 140 M&T Bank shares in Q1 2026, an estimated $28.1K.
  • Wealth Preservation Advisors first reported a position in M&T Bank in Q1 2025 and held it in 4 quarters.
  • Wealth Preservation Advisors's M&T Bank position peaked at $28.1K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.