M&T Bank Corporation shares owned by Heritage Wealth Advisors
Quarter-by-quarter ownership of M&T Bank Corporation (MTB) shares owned by Heritage Wealth Advisors
from 13F filings
Historical chart of Heritage 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 Heritage Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in M&T Bank Corporation by Heritage Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $348k | 1.5k | 238.01 |
| 2024-12-31 | $5.3k | 28 | 188.00 |
| 2024-09-30 | $4.1k | 23 | 178.13 |
| 2023-12-31 | $3.0k | 22 | 137.09 |
| 2019-09-30 | $8.0k | 53 | 150.94 |
| 2019-06-30 | $9.0k | 53 | 170.08 |
| 2019-03-31 | $8.3k | 53 | 157.02 |