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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (New York)'s MTB Position: Q1 2026 in Review

Wealthspire Advisors (New York) increased its M&T Bank (MTB) stake by 17% in Q1 2026, buying an estimated $155K and bringing the position to 4,975 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #407.

Wealthspire Advisors (New York) first reported a position in MTB in Q4 2018 and has held it in 19 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Wealthspire Advisors (New York) held 4,975 shares of M&T Bank worth $1.03M as of Q1 2026.
Wealthspire Advisors (New York) bought 721 M&T Bank shares in Q1 2026, an estimated $155K.
M&T Bank made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #407 holding.
Wealthspire Advisors (New York) first reported a position in M&T Bank in Q4 2018 and has held it in 19 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.