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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AE Wealth Management's MTB Position: Q1 2026 in Review

AE Wealth Management increased its M&T Bank (MTB) stake by 99% in Q1 2026, buying an estimated $468K and bringing the position to 4,364 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #862.

AE Wealth Management first reported a position in MTB in Q2 2020 and has held it in 17 quarters since. The position peaked at $1.21M in Q4 2023. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • AE Wealth Management held 4,364 shares of M&T Bank worth $902K as of Q1 2026.
  • AE Wealth Management bought 2,174 M&T Bank shares in Q1 2026, an estimated $468K.
  • M&T Bank made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #862 holding.
  • AE Wealth Management first reported a position in M&T Bank in Q2 2020 and has held it in 17 quarters since.
  • AE Wealth Management's M&T Bank position peaked at $1.21M in Q4 2023.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.