One Wealth Advisors, LLC

SEC CIK: 0001725297
Latest filing: Aug 6, 2026

SEC filings (opens in a new tab)

MTB holding history

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

MTB overview All 13F holders of MTB Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q4 2023

Holdings of MTB by One Wealth Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−1,530−100.0%	Sold out	Holders
Q2 2024	1,530	$248.2K	0.1%	−27−1.7%	Reduced	Holders
Q1 2024	1,557	$226.4K	<0.1%	−6−0.4%	Reduced	Holders
Q4 2023	1,563	$214.3K	<0.1%	+1,563	New	Holders