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 Q2	$16K	Buy	69 +13	+23%	+$2.84K	﹤0.01%	449
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

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

Avion Wealth's MTB Position: Q2 2026 in Review

Avion Wealth increased its M&T Bank (MTB) stake by 23% in Q2 2026, buying an estimated $2.84K and bringing the position to 69 shares worth $16K. The position accounts for ﹤0.01% of the portfolio, ranked #449.

Avion Wealth first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Avion Wealth held 69 shares of M&T Bank worth $16K as of Q2 2026.
Avion Wealth bought 13 M&T Bank shares in Q2 2026, an estimated $2.84K.
M&T Bank made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #449 holding.
Avion Wealth first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.