1620 Investment Advisors’s M&T Bank MTB Stock Holding History

1620 Investment Advisors’s Portfolio MTB Stock Details MTB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$95.2K	Hold	400	–	–	0.06%	258
2026 Q1	$82.7K	Hold	400	–	–	0.06%	262
2025 Q4	$80.6K	Hold	400	–	–	0.05%	254
2025 Q3	$79K	Hold	400	–	–	0.05%	257
2025 Q2	$77.6K	Hold	400	–	–	0.06%	260
2025 Q1	$71.5K	Hold	400	–	–	0.05%	256
2024 Q4	$75.2K	Hold	400	–	–	0.06%	259
2024 Q3	$71.2K	Sell	400 -400	-50%	-$66.3K	0.05%	266
2024 Q2	$121K	Buy	+800	New	+$117K	0.09%	197

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

1620 Investment Advisors's MTB Position: Q2 2026 in Review

1620 Investment Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 400 shares worth $95.2K. The position accounts for 0.06% of the portfolio, ranked #258.

1620 Investment Advisors first reported a position in MTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $121K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

1620 Investment Advisors held 400 shares of M&T Bank worth $95.2K as of Q2 2026.
1620 Investment Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.06% of 1620 Investment Advisors's portfolio in Q2 2026, its #258 holding.
1620 Investment Advisors first reported a position in M&T Bank in Q2 2024 and has held it in 9 quarters since.
1620 Investment Advisors's M&T Bank position peaked at $121K in Q2 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on 1620 Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.