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Livermore
Livermore
ZHEN

Avion Wealth

SEC CIK
0001792704
Latest filing
Jul 31, 2026

MTB holding history

M&T Bank Corp in every 13F filed by Avion Wealth, 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)
69
Value
$16.0K
% of portfolio
<0.1%
Quarters held
17
Since Q2 2022
Holdings of MTB by Avion Wealth, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202669$16.0K<0.1%+13+23.2%AddedHolders
Q1 202656$11.0K<0.1%+2+3.7%AddedHolders
Q4 202554$10.0K<0.1%+3+5.9%AddedHolders
Q3 202551$10.0K<0.1%+3+6.3%AddedHolders
Q2 202548$9.00K<0.1%+12+33.3%AddedHolders
Q1 202536$6.00K<0.1%00.0%UnchangedHolders
Q4 202436$6.00K<0.1%+2+5.9%AddedHolders
Q3 202434$6.00K<0.1%00.0%UnchangedHolders
Q2 202434$5.00K<0.1%+10+41.7%AddedHolders
Q1 202424$4.00K<0.1%+8+50.0%AddedHolders
Q4 202316$2.00K<0.1%+2+14.3%AddedHolders
Q3 202314$1.00K<0.1%+6+75.0%AddedHolders
Q2 20238$00.0%+2+33.3%AddedHolders
Q1 20236$00.0%+5+500.0%AddedHolders
Q4 20221$00.0%00.0%UnchangedHolders
Q3 20221$00.0%00.0%UnchangedHolders
Q2 20221$00.0%+1NewHolders