Beaird Harris Wealth Management’s M&T Bank MTB Stock Holding History

Beaird Harris 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	$1.91K	Hold	8	–	–	﹤0.01%	530
2026 Q1	$1.65K	Hold	8	–	–	﹤0.01%	509
2025 Q4	$1.61K	Hold	8	–	–	﹤0.01%	539
2025 Q3	$1.58K	Buy	8 +5	+167%	+$981	﹤0.01%	532
2025 Q2	$582	Buy	+3	New	+$529	﹤0.01%	596
2024 Q3	–	Sell	-1	Closed	-$140	–	647
2024 Q2	$140	Buy	+1	New	+$146	﹤0.01%	654
2023 Q1	–	Sell	-50	Closed	-$7.25K	–	653
2022 Q4	$7.25K	Buy	+50	New	+$8.22K	﹤0.01%	365

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

Beaird Harris Wealth Management's MTB Position: Q2 2026 in Review

Beaird Harris Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 8 shares worth $1.91K. The position accounts for ﹤0.01% of the portfolio, ranked #530.

Beaird Harris Wealth Management first reported a position in MTB in Q4 2022 and has held it in 7 quarters since. The position peaked at $7.25K in Q4 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Beaird Harris Wealth Management held 8 shares of M&T Bank worth $1.91K as of Q2 2026.
Beaird Harris Wealth Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #530 holding.
Beaird Harris Wealth Management first reported a position in M&T Bank in Q4 2022 and has held it in 7 quarters since.
Beaird Harris Wealth Management's M&T Bank position peaked at $7.25K in Q4 2022.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.