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AE Wealth Management’s M&T Bank MTB Stock Holding History

AE Wealth Management’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 		$1.1M Buy
4,637
+273
+6% +$59.7K 0.01% 875
2026
Q1 		$902K Buy
4,364
+2,174
+99% +$468K ﹤0.01% 862
2025
Q4 		$441K Buy
2,190
+31
+1% +$5.92K ﹤0.01% 1119
2025
Q3 		$427K Buy
2,159
+233
+12% +$45.7K ﹤0.01% 1030
2025
Q2 		$374K Buy
1,926
+327
+20% +$57.7K ﹤0.01% 1024
2025
Q1 		$286K Sell
1,599
-210
-12% -$39.8K ﹤0.01% 1110
2024
Q4 		$340K Buy
1,809
+68
+4% +$13.5K ﹤0.01% 1046
2024
Q3 		$310K Sell
1,741
-416
-19% -$69K ﹤0.01% 1021
2024
Q2 		$326K Buy
2,157
+589
+38% +$86K ﹤0.01% 1003
2024
Q1 		$228K Sell
1,568
-6,949
-82% -$963K ﹤0.01% 1050
2023
Q4 		$1.21M Buy
8,517
+2,352
+38% +$296K 0.01% 1084
2023
Q3 		$780K Buy
6,165
+2,327
+61% +$304K ﹤0.01% 1195
2023
Q2 		$475K Sell
3,838
-554
-13% -$67K ﹤0.01% 1422
2023
Q1 		$525K Sell
4,392
-215
-5% -$31.2K ﹤0.01% 1335
2022
Q4 		$668K Sell
4,607
-1,830
-28% -$301K ﹤0.01% 1163
2022
Q3 		$1.14M Buy
6,437
+1,312
+26% +$232K 0.01% 897
2022
Q2 		$817K Buy
+5,125
New +$861K 0.01% 962
2020
Q3 		– Sell
-8,614
Closed -$896K – 1337
2020
Q2 		$896K Buy
+8,614
New +$909K 0.01% 664

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

AE Wealth Management's MTB Position: Q2 2026 in Review

AE Wealth Management increased its M&T Bank (MTB) stake by 6.3% in Q2 2026, buying an estimated $59.7K and bringing the position to 4,637 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #875.

AE Wealth Management first reported a position in MTB in Q2 2020 and has held it in 18 quarters since. The position peaked at $1.21M in Q4 2023. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • AE Wealth Management held 4,637 shares of M&T Bank worth $1.1M as of Q2 2026.
  • AE Wealth Management bought 273 M&T Bank shares in Q2 2026, an estimated $59.7K.
  • M&T Bank made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #875 holding.
  • AE Wealth Management first reported a position in M&T Bank in Q2 2020 and has held it in 18 quarters since.
  • AE Wealth Management's M&T Bank position peaked at $1.21M in Q4 2023.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.