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
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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 |
|---|---|---|---|
| 2025-09-30 | $263k | 1.3k | 197.62 |
| 2025-06-30 | $227k | 1.2k | 193.99 |
| 2025-03-31 | $211k | 1.2k | 178.75 |
| 2024-12-31 | $222k | 1.2k | 188.01 |
| 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 |