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 Q2	$6.66K	Buy	28 +6	+27%	+$1.31K	﹤0.01%	361
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

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

Bay Harbor Wealth Management's MTB Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its M&T Bank (MTB) stake by 27% in Q2 2026, buying an estimated $1.31K and bringing the position to 28 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Bay Harbor Wealth Management first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Bay Harbor Wealth Management held 28 shares of M&T Bank worth $6.66K as of Q2 2026.
Bay Harbor Wealth Management bought 6 M&T Bank shares in Q2 2026, an estimated $1.31K.
M&T Bank made up ﹤0.01% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #361 holding.
Bay Harbor Wealth Management first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.