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Beacon Financial Group’s M&T Bank MTB Stock Holding History

Beacon Financial Group’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 		$255K Sell
1,070
-144
-12% -$31.5K 0.02% 337
2026
Q1 		$251K Buy
1,214
+7
+0.6% +$1.51K 0.03% 313
2025
Q4 		$243K Buy
1,207
+6
+0.5% +$1.15K 0.02% 311
2025
Q3 		$237K Sell
1,201
-9
-0.7% -$1.77K 0.02% 323
2025
Q2 		$235K Sell
1,210
-30
-2% -$5.29K 0.02% 312
2025
Q1 		$222K Sell
1,240
-334
-21% -$63.3K 0.02% 316
2024
Q4 		$296K Hold
1,574
– – 0.03% 284
2024
Q3 		$280K Sell
1,574
-174
-10% -$28.9K 0.03% 286
2024
Q2 		$265K Buy
1,748
+44
+3% +$6.43K 0.03% 286
2024
Q1 		$248K Sell
1,704
-278
-14% -$38.5K 0.03% 297
2023
Q4 		$272K Sell
1,982
-13
-0.7% -$1.63K 0.03% 274
2023
Q3 		$249K Sell
1,995
-113
-5% -$14.7K 0.04% 227
2023
Q2 		$262K Sell
2,108
-408
-16% -$49.4K 0.04% 217
2023
Q1 		$296K Sell
2,516
-1,121
-31% -$163K 0.04% 201
2022
Q4 		$528K Sell
3,637
-86
-2% -$14.1K 0.07% 177
2022
Q3 		$651K Hold
3,723
– – 0.1% 160
2022
Q2 		$621K Buy
3,723
+27
+0.7% +$4.54K 0.09% 171
2022
Q1 		$637K Buy
+3,696
New +$652K 0.08% 175
2021
Q4 		– Sell
-3,442
Closed -$527K – 231
2021
Q3 		$527K Buy
3,442
+282
+9% +$39.1K 0.07% 185
2021
Q2 		$427K Buy
+3,160
New +$494K 0.06% 191

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

Beacon Financial Group's MTB Position: Q2 2026 in Review

Beacon Financial Group reduced its M&T Bank (MTB) stake by 12% in Q2 2026, selling an estimated $31.5K and leaving 1,070 shares worth $255K. The position accounts for 0.02% of the portfolio, ranked #337.

Beacon Financial Group first reported a position in MTB in Q2 2021 and has held it in 20 quarters since. The position peaked at $651K in Q3 2022. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Beacon Financial Group held 1,070 shares of M&T Bank worth $255K as of Q2 2026.
  • Beacon Financial Group sold 144 M&T Bank shares in Q2 2026, an estimated $31.5K.
  • M&T Bank made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #337 holding.
  • Beacon Financial Group first reported a position in M&T Bank in Q2 2021 and has held it in 20 quarters since.
  • Beacon Financial Group's M&T Bank position peaked at $651K in Q3 2022.
  • 1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.