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Aaron Wealth Advisors’s M&T Bank MTB Stock Holding History

Aaron Wealth 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 		$438K Buy
1,839
+579
+46% +$127K 0.02% 461
2026
Q1 		$260K Sell
1,260
-720
-36% -$155K 0.01% 603
2025
Q4 		$399K Sell
1,980
-1,916
-49% -$366K 0.02% 499
2025
Q3 		$770K Buy
3,896
+2,684
+221% +$527K 0.05% 292
2025
Q2 		$235K Sell
1,212
-18
-1% -$3.18K 0.02% 424
2025
Q1 		$220K Sell
1,230
-27
-2% -$5.12K 0.03% 410
2024
Q4 		$236K Buy
+1,257
New +$250K 0.03% 382
2022
Q2 		– Sell
-270
Closed -$45.8K – 599
2022
Q1 		$45.8K Buy
+270
New +$47.6K 0.01% 452

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Aaron Wealth Advisors's MTB Position: Q2 2026 in Review

Aaron Wealth Advisors increased its M&T Bank (MTB) stake by 46% in Q2 2026, buying an estimated $127K and bringing the position to 1,839 shares worth $438K. The position accounts for 0.02% of the portfolio, ranked #461.

Aaron Wealth Advisors first reported a position in MTB in Q1 2022 and has held it in 8 quarters since. The position peaked at $770K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Aaron Wealth Advisors held 1,839 shares of M&T Bank worth $438K as of Q2 2026.
  • Aaron Wealth Advisors bought 579 M&T Bank shares in Q2 2026, an estimated $127K.
  • M&T Bank made up 0.02% of Aaron Wealth Advisors's portfolio in Q2 2026, its #461 holding.
  • Aaron Wealth Advisors first reported a position in M&T Bank in Q1 2022 and has held it in 8 quarters since.
  • Aaron Wealth Advisors's M&T Bank position peaked at $770K in Q3 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.