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Livermore
Livermore
ZHEN

Ibex Wealth Advisors

SEC CIK
0001686242
Latest filing
Jul 27, 2026

MTB holding history

M&T Bank Corp in every 13F filed by Ibex Wealth Advisors, 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)
2,871
Value
$683.3K
% of portfolio
0.1%
Quarters held
17
Since Q2 2021
Holdings of MTB by Ibex Wealth Advisors, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,871$683.3K0.1%00.0%UnchangedHolders
Q1 20262,871$593.5K0.1%+2,871NewHolders
Q4 20250$00.0%−2,871−100.0%Sold outHolders
Q3 20252,871$567.4K0.1%00.0%UnchangedHolders
Q2 20252,871$556.9K0.1%+2,871NewHolders
Q1 20250$00.0%−3,111−100.0%Sold outHolders
Q4 20243,111$584.9K0.1%+3,111NewHolders
Q3 20240$00.0%−3,742−100.0%Sold outHolders
Q2 20243,742$566.4K0.1%−41−1.1%ReducedHolders
Q1 20243,783$549.0K0.1%+3,779+94,475.0%AddedHolders
Q4 20234$5190.1%−3,779−99.9%ReducedHolders
Q3 20233,783$478.0K0.1%–No prior filingHolders
Q2 2023––––Not filedHolders
Q1 20233,783$452.0K0.1%00.0%UnchangedHolders
Q4 20223,783$549.0K0.1%+1,798+90.6%AddedHolders
Q3 20221,985$350.0K0.1%00.0%UnchangedHolders
Q2 20221,985$316.0K0.1%00.0%UnchangedHolders
Q1 20221,985$336.0K0.1%−441−18.2%ReducedHolders
Q4 20212,426$373.0K0.1%+441+22.2%AddedHolders
Q3 20211,985$296.0K0.1%00.0%UnchangedHolders
Q2 20211,985$288.0K0.1%+1,985NewHolders