Action Point Financial Planning’s M&T Bank MTB Stock Holding History

Action Point Financial Planning’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	$16.7K	Buy	+75	New	+$16.4K	﹤0.01%	1206

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

Action Point Financial Planning's MTB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in M&T Bank (MTB) in Q2 2026: 75 shares worth $16.7K. The stake represents ﹤0.01% of the portfolio and ranks #1206 among its holdings.

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

Action Point Financial Planning held 75 shares of M&T Bank worth $16.7K as of Q2 2026.
M&T Bank was a new Action Point Financial Planning position in Q2 2026.
M&T Bank made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1206 holding.
1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.