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Advus Financial Partners, LLC’s M&T Bank MTB Stock Holding History

Advus Financial Partners, LLC’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
Q1 		– Sell
-1,146
Closed -$215K – 246
2024
Q4 		$215K Buy
+1,146
New +$228K 0.06% 212

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Advus Financial Partners, LLC's MTB Position: Q1 2025 in Review

Advus Financial Partners, LLC sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 1,146 shares — an estimated $215K sold.

Advus Financial Partners, LLC first reported a position in MTB in Q4 2024 and held it in 1 quarter. The position peaked at $215K in Q4 2024. 1,038 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

  • Advus Financial Partners, LLC reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
  • Advus Financial Partners, LLC sold 1,146 M&T Bank shares in Q1 2025, an estimated $215K.
  • Advus Financial Partners, LLC first reported a position in M&T Bank in Q4 2024 and held it in 1 quarter.
  • Advus Financial Partners, LLC's M&T Bank position peaked at $215K in Q4 2024.
  • 1,038 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Advus Financial Partners, LLC's 13F filing for Q1 2025, filed 25 Aug 2026.