Alchemi Wealth’s M&T Bank MTB Stock Holding History

Alchemi 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	$297K	Sell	1,246 -9	-0.7%	-$1.97K	0.14%	130
2026 Q1	$260K	Hold	1,255	–	–	0.14%	134
2025 Q4	$253K	Buy	+1,255	New	+$240K	0.14%	135

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

Alchemi Wealth's MTB Position: Q2 2026 in Review

Alchemi Wealth reduced its M&T Bank (MTB) stake by 0.72% in Q2 2026, selling an estimated $1.97K and leaving 1,246 shares worth $297K. The position accounts for 0.14% of the portfolio, ranked #130.

Alchemi Wealth first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,158 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Alchemi Wealth held 1,246 shares of M&T Bank worth $297K as of Q2 2026.
Alchemi Wealth sold 9 M&T Bank shares in Q2 2026, an estimated $1.97K.
M&T Bank made up 0.14% of Alchemi Wealth's portfolio in Q2 2026, its #130 holding.
Alchemi Wealth first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
1,158 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Alchemi Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.