Blom & Howell Financial Planning’s M&T Bank MTB Stock Holding History

Blom & Howell Financial Planning’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	$200K	Buy	+841	New	+$184K	0.17%	67

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

Blom & Howell Financial Planning's MTB Position: Q2 2026 in Review

Blom & Howell Financial Planning opened a new position in M&T Bank (MTB) in Q2 2026: 841 shares worth $200K. The stake represents 0.17% of the portfolio and ranks #67 among its holdings.

1,156 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Blom & Howell Financial Planning held 841 shares of M&T Bank worth $200K as of Q2 2026.
M&T Bank was a new Blom & Howell Financial Planning position in Q2 2026.
M&T Bank made up 0.17% of Blom & Howell Financial Planning's portfolio in Q2 2026, its #67 holding.
1,156 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Blom & Howell Financial Planning's 13F filing for Q2 2026, filed 5 Aug 2026.