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Wealthspire Advisors, LLC

SEC CIK
0001646247
Latest filing
Aug 11, 2026

MTB holding history

M&T Bank Corp in every 13F filed by Wealthspire 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)
4,917
Value
$1.17M
% of portfolio
<0.1%
Quarters held
18
Since Q1 2021
Holdings of MTB by Wealthspire Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,917$1.17M<0.1%−58−1.2%ReducedHolders
Q1 20264,975$1.03M<0.1%+721+16.9%AddedHolders
Q4 20254,254$857.2K<0.1%+1,452+51.8%AddedHolders
Q3 20252,802$553.8K<0.1%−183−6.1%ReducedHolders
Q2 20252,985$579.1K<0.1%+97+3.4%AddedHolders
Q1 20252,888$516.3K<0.1%−134−4.4%ReducedHolders
Q4 20243,022$568.2K<0.1%+532+21.4%AddedHolders
Q3 20242,490$443.6K<0.1%−698−21.9%ReducedHolders
Q2 20243,188$482.5K<0.1%−977−23.5%ReducedHolders
Q1 20244,165$605.8K<0.1%+15+0.4%AddedHolders
Q4 20234,150$568.9K<0.1%+32+0.8%AddedHolders
Q3 20234,118$520.7K<0.1%+41+1.0%AddedHolders
Q2 20234,077$504.6K<0.1%−302−6.9%ReducedHolders
Q1 20234,379$523.6K<0.1%−259−5.6%ReducedHolders
Q4 20224,638$672.7K<0.1%−874−15.9%ReducedHolders
Q3 20225,512$972.0K<0.1%+5,512NewHolders
Q4 20210$00.0%−1,408−100.0%Sold outHolders
Q3 20211,408$210.0K<0.1%+1,408NewHolders
Q2 20210$00.0%−3,566−100.0%Sold outHolders
Q1 20213,566$541.0K<0.1%––Holders

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