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M&T Bank Corporation shares owned by Heartwood Wealth Advisors

Quarter-by-quarter ownership of M&T Bank Corporation (MTB) shares owned by Heartwood Wealth Advisors from 13F filings

Historical chart of Heartwood Wealth Advisors investment in M&T Bank Corporation

Tip: Access up to 7 years of quarterly data

All positions including M&T Bank Corporation held by Heartwood Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in M&T Bank Corporation by Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 1.2k 178.12
2022-12-31 $202k 1.4k 145.06
2022-09-30 $245k 1.4k 176.26
2022-06-30 $222k 1.4k 159.14

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vanguard Russell 1000 Etf Etf (VONE)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Growth Etf Etf (IJT)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Vanguard Value Etf Etf (VTV)

View all positions for Heartwood Wealth Advisors

Top funds holding M&T Bank Corporation

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Charles Schwab Investment Management
Geode Capital Management
State Farm Mutual Automobile Insurance Company
Invesco
Morgan Stanley
Massachusetts Financial Services
M^T Bank Corporation
Dimensional Fund Advisors
First Trust Advisors
Bank of New York Mellon

View all funds holding M&T Bank Corporation