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AssuredPartners Investment Advisors’s M&T Bank MTB Stock Holding History

AssuredPartners Investment 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 		$398K Buy
1,671
+16
+1% +$3.5K 0.04% 293
2026
Q1 		$351K Sell
1,655
-67
-4% -$14.4K 0.04% 308
2025
Q4 		$347K Buy
1,722
+645
+60% +$123K 0.05% 257
2025
Q3 		$213K Sell
1,077
-87
-7% -$17.1K 0.05% 252
2025
Q2 		$226K Sell
1,164
-165
-12% -$29.1K 0.06% 219
2025
Q1 		$238K Buy
+1,329
New +$252K 0.05% 292

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's MTB Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its M&T Bank (MTB) stake by 0.97% in Q2 2026, buying an estimated $3.5K and bringing the position to 1,671 shares worth $398K. The position accounts for 0.04% of the portfolio, ranked #293.

AssuredPartners Investment Advisors first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,671 shares of M&T Bank worth $398K as of Q2 2026.
  • AssuredPartners Investment Advisors bought 16 M&T Bank shares in Q2 2026, an estimated $3.5K.
  • M&T Bank made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #293 holding.
  • AssuredPartners Investment Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.