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Clearstead Advisors, LLC

SEC CIK
0000842775
Latest filing
Aug 6, 2026

MTB holding history

M&T Bank Corp in every 13F filed by Clearstead Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MTB overviewAll 13F holders of MTBFull Q2 2026 holdings

Shares (Q2 2026)
1,905
Value
$453.4K
% of portfolio
<0.1%
Quarters held
19
Since Q1 2021
Holdings of MTB by Clearstead Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,905$453.4K<0.1%+795+71.6%AddedHolders
Q1 20261,110$229.5K<0.1%+196+21.4%AddedHolders
Q4 2025914$184.2K<0.1%−1,306−58.8%ReducedHolders
Q3 20252,220$438.7K<0.1%+9+0.4%AddedHolders
Q2 20252,211$429.0K<0.1%+283+14.7%AddedHolders
Q1 20251,928$344.7K<0.1%−75−3.7%ReducedHolders
Q4 20242,003$376.6K<0.1%−831−29.3%ReducedHolders
Q3 20242,834$504.8K<0.1%+21+0.7%AddedHolders
Q2 20242,813$425.8K<0.1%+2,728+3,209.4%AddedHolders
Q1 202485$13.1K<0.1%−213−71.5%ReducedHolders
Q4 2023298$40.9K<0.1%+13+4.6%AddedHolders
Q3 2023285$36.0K<0.1%00.0%UnchangedHolders
Q2 2023285$35.3K<0.1%+53+22.8%AddedHolders
Q1 2023232$27.7K<0.1%−550−70.3%ReducedHolders
Q4 2022782$113.4K<0.1%+694+788.6%AddedHolders
Q3 202288$16.0K<0.1%+88NewHolders
Q4 20210$00.0%−598−100.0%Sold outHolders
Q3 2021598$89.0K<0.1%+198+49.5%AddedHolders
Q2 2021400$58.0K<0.1%00.0%UnchangedHolders
Q1 2021400$61.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.