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

Bay Harbor 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 Q1	$4.55K	Buy	22 +8	+57%	+$1.72K	﹤0.01%	369
2025 Q4	$2.82K	Buy	14 +5	+56%	+$955	﹤0.01%	404
2025 Q3	$1.78K	Buy	9 +3	+50%	+$589	﹤0.01%	388
2025 Q2	$1.16K	Buy	6 +2	+50%	+$353	﹤0.01%	419
2025 Q1	$715	Buy	+4	New	+$759	﹤0.01%	359

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bay Harbor Wealth Management's MTB Position: Q1 2026 in Review

Bay Harbor Wealth Management increased its M&T Bank (MTB) stake by 57% in Q1 2026, buying an estimated $1.72K and bringing the position to 22 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Bay Harbor Wealth Management first reported a position in MTB in Q1 2025 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Bay Harbor Wealth Management held 22 shares of M&T Bank worth $4.55K as of Q1 2026.
Bay Harbor Wealth Management bought 8 M&T Bank shares in Q1 2026, an estimated $1.72K.
M&T Bank made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q1 2026, its #369 holding.
Bay Harbor Wealth Management first reported a position in M&T Bank in Q1 2025 and has held it in 5 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.