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Ballentine Partners’s M&T Bank MTB Stock Holding History

Ballentine Partners’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 		$669K Buy
2,809
+79
+3% +$17.3K 0.01% 465
2026
Q1 		$564K Buy
2,730
+29
+1% +$6.24K 0.01% 490
2025
Q4 		$544K Sell
2,701
-90
-3% -$17.2K 0.01% 473
2025
Q3 		$552K Buy
2,791
+102
+4% +$20K 0.01% 470
2025
Q2 		$522K Sell
2,689
-196
-7% -$34.6K 0.01% 471
2025
Q1 		$516K Buy
2,885
+755
+35% +$143K 0.01% 439
2024
Q4 		$400K Buy
2,130
+398
+23% +$79.1K 0.01% 497
2024
Q3 		$309K Buy
1,732
+104
+6% +$17.2K 0.01% 574
2024
Q2 		$246K Buy
1,628
+144
+10% +$21K ﹤0.01% 620
2024
Q1 		$216K Buy
+1,484
New +$206K ﹤0.01% 644

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

Ballentine Partners's MTB Position: Q2 2026 in Review

Ballentine Partners increased its M&T Bank (MTB) stake by 2.9% in Q2 2026, buying an estimated $17.3K and bringing the position to 2,809 shares worth $669K. The position accounts for 0.01% of the portfolio, ranked #465.

Ballentine Partners first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Ballentine Partners held 2,809 shares of M&T Bank worth $669K as of Q2 2026.
  • Ballentine Partners bought 79 M&T Bank shares in Q2 2026, an estimated $17.3K.
  • M&T Bank made up 0.01% of Ballentine Partners's portfolio in Q2 2026, its #465 holding.
  • Ballentine Partners first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.