Bluesphere Advisors’s M&T Bank MTB Stock Holding History

Bluesphere 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	$1.32M	Hold	5,557	–	–	0.41%	33
2026 Q1	$1.15M	Hold	5,557	–	–	0.41%	33
2025 Q4	$1.12M	Hold	5,557	–	–	0.5%	36
2025 Q3	$1.1M	Hold	5,557	–	–	0.5%	32
2025 Q2	$1.08M	Hold	5,557	–	–	0.54%	30
2025 Q1	$993K	Hold	5,557	–	–	0.57%	30
2024 Q4	$1.04M	Hold	5,557	–	–	0.51%	30
2024 Q3	$990K	Hold	5,557	–	–	0.49%	30
2024 Q2	$841K	Buy	+5,557	New	+$812K	0.43%	34

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

Bluesphere Advisors's MTB Position: Q2 2026 in Review

Bluesphere Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 5,557 shares worth $1.32M. The position accounts for 0.41% of the portfolio, ranked #33.

Bluesphere Advisors first reported a position in MTB in Q2 2024 and has held it in 9 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Bluesphere Advisors held 5,557 shares of M&T Bank worth $1.32M as of Q2 2026.
Bluesphere Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.41% of Bluesphere Advisors's portfolio in Q2 2026, its #33 holding.
Bluesphere Advisors first reported a position in M&T Bank in Q2 2024 and has held it in 9 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bluesphere Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.