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Wealthspire Advisors (New York)’s M&T Bank MTB Stock Holding History

Wealthspire Advisors (New York)’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 		$1.17M Sell
4,917
-58
-1% -$12.7K 0.01% 526
2026
Q1 		$1.03M Buy
4,975
+721
+17% +$155K 0.01% 407
2025
Q4 		$857K Buy
4,254
+1,452
+52% +$277K 0.01% 465
2025
Q3 		$554K Sell
2,802
-183
-6% -$35.9K ﹤0.01% 509
2025
Q2 		$579K Buy
2,985
+97
+3% +$17.1K ﹤0.01% 503
2025
Q1 		$516K Sell
2,888
-134
-4% -$25.4K ﹤0.01% 505
2024
Q4 		$568K Buy
3,022
+532
+21% +$106K 0.01% 484
2024
Q3 		$444K Sell
2,490
-698
-22% -$116K ﹤0.01% 518
2024
Q2 		$482K Sell
3,188
-977
-23% -$143K 0.01% 444
2024
Q1 		$606K Buy
4,165
+15
+0.4% +$2.08K 0.01% 392
2023
Q4 		$569K Buy
4,150
+32
+0.8% +$4.02K 0.01% 399
2023
Q3 		$521K Buy
4,118
+41
+1% +$5.35K 0.01% 384
2023
Q2 		$505K Sell
4,077
-302
-7% -$36.5K 0.01% 364
2023
Q1 		$524K Sell
4,379
-259
-6% -$37.6K 0.01% 348
2022
Q4 		$673K Sell
4,638
-874
-16% -$144K 0.01% 333
2022
Q3 		$972K Buy
+5,512
New +$975K 0.02% 228
2021
Q4 		– Sell
-1,408
Closed -$210K – 596
2021
Q3 		$210K Buy
+1,408
New +$195K ﹤0.01% 541
2021
Q2 		– Sell
-3,566
Closed -$541K – 557
2021
Q1 		$541K Buy
3,566
+868
+32% +$128K 0.01% 375
2020
Q4 		$343K Buy
+2,698
New +$307K 0.01% 392
2019
Q1 		– Sell
-105
Closed -$15K – 525
2018
Q4 		$15K Buy
+105
New +$16.8K ﹤0.01% 404

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s MTB Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its M&T Bank (MTB) stake by 1.2% in Q2 2026, selling an estimated $12.7K and leaving 4,917 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #526.

Wealthspire Advisors (New York) first reported a position in MTB in Q4 2018 and has held it in 20 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Wealthspire Advisors (New York) held 4,917 shares of M&T Bank worth $1.17M as of Q2 2026.
  • Wealthspire Advisors (New York) sold 58 M&T Bank shares in Q2 2026, an estimated $12.7K.
  • M&T Bank made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #526 holding.
  • Wealthspire Advisors (New York) first reported a position in M&T Bank in Q4 2018 and has held it in 20 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.