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Bell Investment Advisors’s M&T Bank MTB Stock Holding History

Bell Investment Advisors’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 		$13.8K Buy
58
+2
+4% +$437 ﹤0.01% 597
2026
Q1 		$11.6K Sell
56
-43
-43% -$9.26K ﹤0.01% 620
2025
Q4 		$19.9K Buy
99
+66
+200% +$12.6K ﹤0.01% 451
2025
Q3 		$6.52K Sell
33
-3
-8% -$589 ﹤0.01% 806
2025
Q2 		$6.98K Buy
36
+10
+38% +$1.76K ﹤0.01% 827
2025
Q1 		$4.65K Hold
26
– – ﹤0.01% 949
2024
Q4 		$4.89K Buy
26
+2
+8% +$398 ﹤0.01% 936
2024
Q3 		$4.28K Buy
24
+3
+14% +$497 ﹤0.01% 1023
2024
Q2 		$3.18K Hold
21
– – ﹤0.01% 1143
2024
Q1 		$3.06K Hold
21
– – ﹤0.01% 1160
2023
Q4 		$2.88K Sell
21
-5
-19% -$628 ﹤0.01% 1174
2023
Q3 		$3.29K Buy
26
+14
+117% +$1.83K ﹤0.01% 1026
2023
Q2 		$1.49K Buy
12
+4
+50% +$484 ﹤0.01% 1439
2023
Q1 		$957 Sell
8
-37
-82% -$5.37K ﹤0.01% 1593
2022
Q4 		$6.53K Buy
45
+8
+22% +$1.31K ﹤0.01% 671
2022
Q3 		$7K Sell
37
-3
-8% -$531 ﹤0.01% 539
2022
Q2 		$6K Buy
+40
New +$6.72K ﹤0.01% 634
2021
Q4 		$5K Sell
31
-3
-9% -$461 ﹤0.01% 779
2021
Q3 		$5K Buy
+34
New +$4.71K ﹤0.01% 723

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's MTB Position: Q2 2026 in Review

Bell Investment Advisors increased its M&T Bank (MTB) stake by 3.6% in Q2 2026, buying an estimated $437 and bringing the position to 58 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #597.

Bell Investment Advisors first reported a position in MTB in Q3 2021 and has held it in 19 quarters since. The position peaked at $19.9K in Q4 2025. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Bell Investment Advisors held 58 shares of M&T Bank worth $13.8K as of Q2 2026.
  • Bell Investment Advisors bought 2 M&T Bank shares in Q2 2026, an estimated $437.
  • M&T Bank made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #597 holding.
  • Bell Investment Advisors first reported a position in M&T Bank in Q3 2021 and has held it in 19 quarters since.
  • Bell Investment Advisors's M&T Bank position peaked at $19.9K in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.