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

Aureum 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	$343K	Hold	1,440	–	–	0.21%	48
2026 Q1	$298K	Hold	1,440	–	–	0.21%	48
2025 Q4	$290K	Buy	+1,440	New	+$275K	0.27%	44

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

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

Aureum Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 1,440 shares worth $343K. The position accounts for 0.21% of the portfolio, ranked #48.

Aureum Wealth Management first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Aureum Wealth Management held 1,440 shares of M&T Bank worth $343K as of Q2 2026.
Aureum Wealth Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.21% of Aureum Wealth Management's portfolio in Q2 2026, its #48 holding.
Aureum Wealth Management first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Aureum Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.