Bartlett & Co Wealth Management’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.38K | Buy |
+10
| New | +$2.19K | ﹤0.01% | 1157 |
|
|
2026
Q1 | – | Sell |
-36
| Closed | -$7.25K | – | 1337 |
|
|
2025
Q4 | $7.25K | Hold |
36
| – | – | ﹤0.01% | 966 |
|
|
2025
Q3 | $7.11K | Hold |
36
| – | – | ﹤0.01% | 962 |
|
|
2025
Q2 | $6.98K | Sell |
36
-1
| -3% | -$176 | ﹤0.01% | 958 |
|
|
2025
Q1 | $6.61K | Buy |
37
+1
| +3% | +$190 | ﹤0.01% | 957 |
|
|
2024
Q4 | $6.77K | Hold |
36
| – | – | ﹤0.01% | 942 |
|
|
2024
Q3 | $6.41K | Hold |
36
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $5.45K | Hold |
36
| – | – | ﹤0.01% | 976 |
|
|
2024
Q1 | $5.24K | Hold |
36
| – | – | ﹤0.01% | 970 |
|
|
2023
Q4 | $5.03K | Hold |
36
| – | – | ﹤0.01% | 1076 |
|
|
2023
Q3 | $4.55K | Sell |
36
-760
| -95% | -$99.1K | ﹤0.01% | 1004 |
|
|
2023
Q2 | $98.5K | Hold |
796
| – | – | ﹤0.01% | 547 |
|
|
2023
Q1 | $95.2K | Hold |
796
| – | – | ﹤0.01% | 470 |
|
|
2022
Q4 | $115K | Hold |
796
| – | – | ﹤0.01% | 450 |
|
|
2022
Q3 | $140K | Hold |
796
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $127K | Sell |
796
-3,077
| -79% | -$517K | ﹤0.01% | 428 |
|
|
2022
Q1 | $656K | Sell |
3,873
-31
| -0.8% | -$5.47K | 0.01% | 267 |
|
|
2021
Q4 | $600K | Sell |
3,904
-266
| -6% | -$40.8K | 0.01% | 283 |
|
|
2021
Q3 | $623K | Sell |
4,170
-9
| -0.2% | -$1.25K | 0.01% | 238 |
|
|
2021
Q2 | $607K | Hold |
4,179
| – | – | 0.01% | 245 |
|
|
2021
Q1 | $634K | Sell |
4,179
-50
| -1% | -$7.37K | 0.01% | 237 |
|
|
2020
Q4 | $538K | Sell |
4,229
-111
| -3% | -$12.6K | 0.01% | 248 |
|
|
2020
Q3 | $400K | Sell |
4,340
-360
| -8% | -$36.8K | 0.01% | 259 |
|
|
2020
Q2 | $489K | Sell |
4,700
-24,144
| -84% | -$2.55M | 0.01% | 235 |
|
|
2020
Q1 | $2.98M | Sell |
28,844
-42,024
| -59% | -$6.18M | 0.09% | 136 |
|
|
2019
Q4 | $12M | Buy |
70,868
+405
| +0.6% | +$65.7K | 0.29% | 84 |
|
|
2019
Q3 | $11.1M | Sell |
70,463
-1,696
| -2% | -$267K | 0.29% | 86 |
|
|
2019
Q2 | $12.3M | Buy |
72,159
+1,035
| +1% | +$172K | 0.46% | 62 |
|
|
2019
Q1 | $11.2M | Buy |
71,124
+18,200
| +34% | +$2.99M | 0.43% | 61 |
|
|
2018
Q4 | $7.58M | Sell |
52,924
-63,582
| -55% | -$10.2M | 0.32% | 70 |
|
|
2018
Q3 | $19.2M | Buy |
116,506
+5,959
| +5% | +$1.03M | 0.72% | 49 |
|
|
2018
Q2 | $18.8M | Buy |
110,547
+110,322
| +49,032% | +$19.8M | 0.76% | 50 |
|
|
2018
Q1 | $41.5K | Buy |
+225
| New | +$41.9K | ﹤0.01% | 445 |
|
Other funds holding MTB
Bartlett & Co Wealth Management's MTB Position: Q2 2026 in Review
Bartlett & Co Wealth Management opened a new position in M&T Bank (MTB) in Q2 2026: 10 shares worth $2.38K. The stake represents ﹤0.01% of the portfolio and ranks #1157 among its holdings. This is a return to the name: Bartlett & Co Wealth Management previously reported a position in MTB as recently as Q4 2025.
Bartlett & Co Wealth Management first reported a position in MTB in Q1 2018 and has held it in 33 quarters since. The position peaked at $19.2M in Q3 2018. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.
- Bartlett & Co Wealth Management held 10 shares of M&T Bank worth $2.38K as of Q2 2026.
- M&T Bank was a new Bartlett & Co Wealth Management position in Q2 2026.
- M&T Bank made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #1157 holding.
- Bartlett & Co Wealth Management first reported a position in M&T Bank in Q1 2018 and has held it in 33 quarters since.
- Bartlett & Co Wealth Management's M&T Bank position peaked at $19.2M in Q3 2018.
- 1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.