Blue Bell Private Wealth Management’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$43.3K Hold
182
– – 0.01% 438
2026
Q1
$37.6K Hold
182
– – 0.01% 438
2025
Q4
$36.7K Hold
182
– – 0.01% 437
2025
Q3
$36K Buy
182
+11
+6% +$2.16K 0.01% 432
2025
Q2
$33.2K Sell
171
-11
-6% -$1.94K 0.01% 424
2025
Q1
$32.5K Hold
182
– – 0.01% 420
2024
Q4
$34.2K Hold
182
– – 0.01% 399
2024
Q3
$32.4K Hold
182
– – 0.01% 414
2024
Q2
$27.5K Hold
182
– – 0.01% 428
2024
Q1
$26.5K Buy
182
+4
+2% +$554 0.01% 432
2023
Q4
$24.4K Buy
178
+58
+48% +$7.29K 0.01% 410
2023
Q3
$15.2K Sell
120
-11
-8% -$1.44K ﹤0.01% 388
2023
Q2
$16.2K Buy
131
+11
+9% +$1.33K ﹤0.01% 371
2023
Q1
$14.3K Sell
120
-11
-8% -$1.6K ﹤0.01% 347
2022
Q4
$19K Hold
131
– – 0.01% 317
2022
Q3
$23K Hold
131
– – 0.01% 289
2022
Q2
$21K Hold
131
– – 0.01% 305
2022
Q1
$22K Buy
131
+11
+9% +$1.94K 0.01% 315
2021
Q4
$18K Buy
+120
New +$18.4K ﹤0.01% 317

Other funds holding MTB

Blue Bell Private Wealth Management's MTB Position: Q2 2026 in Review

Blue Bell Private Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 182 shares worth $43.3K. The position accounts for 0.01% of the portfolio, ranked #438.

Blue Bell Private Wealth Management first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Blue Bell Private Wealth Management held 182 shares of M&T Bank worth $43.3K as of Q2 2026.
  • Blue Bell Private Wealth Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #438 holding.
  • Blue Bell Private Wealth Management first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.