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

Avion 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
Q1 		$11K Buy
56
+2
+4% +$430 ﹤0.01% 473
2025
Q4 		$10K Buy
54
+3
+6% +$573 ﹤0.01% 490
2025
Q3 		$10K Buy
51
+3
+6% +$589 ﹤0.01% 482
2025
Q2 		$9K Buy
48
+12
+33% +$2.12K ﹤0.01% 502
2025
Q1 		$6K Hold
36
– – ﹤0.01% 508
2024
Q4 		$6K Buy
36
+2
+6% +$398 ﹤0.01% 507
2024
Q3 		$6K Hold
34
– – ﹤0.01% 494
2024
Q2 		$5K Buy
34
+10
+42% +$1.46K ﹤0.01% 470
2024
Q1 		$4K Buy
24
+8
+50% +$1.11K ﹤0.01% 511
2023
Q4 		$2K Buy
16
+2
+14% +$251 ﹤0.01% 592
2023
Q3 		$1K Buy
14
+6
+75% +$783 ﹤0.01% 682
2023
Q2 		$0 Buy
8
+2
+33% +$242 ﹤0.01% 933
2023
Q1 		$0 Buy
6
+5
+500% +$726 ﹤0.01% 694
2022
Q4 		$0 Hold
1
– – ﹤0.01% 512
2022
Q3 		$0 Hold
1
– – ﹤0.01% 552
2022
Q2 		$0 Buy
+1
New +$168 ﹤0.01% 539

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

Avion Wealth's MTB Position: Q1 2026 in Review

Avion Wealth increased its M&T Bank (MTB) stake by 3.7% in Q1 2026, buying an estimated $430 and bringing the position to 56 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #473.

Avion Wealth first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Avion Wealth held 56 shares of M&T Bank worth $11K as of Q1 2026.
  • Avion Wealth bought 2 M&T Bank shares in Q1 2026, an estimated $430.
  • M&T Bank made up ﹤0.01% of Avion Wealth's portfolio in Q1 2026, its #473 holding.
  • Avion Wealth first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.