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Orion Portfolio Solutions, LLC

SEC CIK
0001802647
Latest filing
May 15, 2025

MTB holding history

M&T Bank Corp in every 13F filed by Orion Portfolio Solutions, 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 Q1 2025 holdings

Shares (Q1 2025)
25,621
Value
$4.58M
% of portfolio
<0.1%
Quarters held
14
Since Q3 2021
Holdings of MTB by Orion Portfolio Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 202525,621$4.58M<0.1%+1,287+5.3%AddedHolders
Q4 202424,334$4.58M<0.1%−14,436−37.2%ReducedHolders
Q3 202438,770$6.91M0.1%−1,355−3.4%ReducedHolders
Q2 202440,125$6.07M0.1%−4,294−9.7%ReducedHolders
Q1 202444,419$6.46M0.1%−2,407−5.1%ReducedHolders
Q4 202346,826$6.47M0.1%−4,133−8.1%ReducedHolders
Q3 202350,959$6.44M0.1%−2,132−4.0%ReducedHolders
Q2 202353,091$6.57M0.1%+53,091NewHolders
Q1 20230$00.0%−7,152−100.0%Sold outHolders
Q4 20227,152$1.04M<0.1%+1,192+20.0%AddedHolders
Q3 20225,960$1.05M<0.1%+2,847+91.5%AddedHolders
Q2 20223,113$496.0K<0.1%+597+23.7%AddedHolders
Q1 20222,516$426.0K<0.1%+2+0.1%AddedHolders
Q4 20212,514$386.0K<0.1%−44−1.7%ReducedHolders
Q3 20212,558$382.0K<0.1%+2,558NewHolders