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Atomi Financial Group’s M&T Bank MTB Stock Holding History

Atomi Financial Group’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 		$576K Buy
2,420
+80
+3% +$17.5K 0.02% 705
2026
Q1 		$484K Buy
2,340
+257
+12% +$55.3K 0.01% 724
2025
Q4 		$420K Sell
2,083
-36
-2% -$6.88K 0.01% 776
2025
Q3 		$419K Buy
2,119
+93
+5% +$18.2K 0.01% 719
2025
Q2 		$393K Sell
2,026
-196
-9% -$34.6K 0.01% 689
2025
Q1 		$397K Buy
2,222
+64
+3% +$12.1K 0.02% 637
2024
Q4 		$406K Buy
2,158
+744
+53% +$148K 0.02% 567
2024
Q3 		$252K Buy
+1,414
New +$234K 0.02% 750

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

Atomi Financial Group's MTB Position: Q2 2026 in Review

Atomi Financial Group increased its M&T Bank (MTB) stake by 3.4% in Q2 2026, buying an estimated $17.5K and bringing the position to 2,420 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #705.

Atomi Financial Group first reported a position in MTB in Q3 2024 and has held it in 8 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Atomi Financial Group held 2,420 shares of M&T Bank worth $576K as of Q2 2026.
  • Atomi Financial Group bought 80 M&T Bank shares in Q2 2026, an estimated $17.5K.
  • M&T Bank made up 0.02% of Atomi Financial Group's portfolio in Q2 2026, its #705 holding.
  • Atomi Financial Group first reported a position in M&T Bank in Q3 2024 and has held it in 8 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.