55 North Private Wealth’s M&T Bank MTB Stock Holding History

55 North Private Wealth’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	$258K	Buy	+1,082	New	+$237K	0.05%	212

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

55 North Private Wealth's MTB Position: Q2 2026 in Review

55 North Private Wealth opened a new position in M&T Bank (MTB) in Q2 2026: 1,082 shares worth $258K. The stake represents 0.05% of the portfolio and ranks #212 among its holdings.

1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

55 North Private Wealth held 1,082 shares of M&T Bank worth $258K as of Q2 2026.
M&T Bank was a new 55 North Private Wealth position in Q2 2026.
M&T Bank made up 0.05% of 55 North Private Wealth's portfolio in Q2 2026, its #212 holding.
1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.