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Bogart Wealth LLC’s M&T Bank MTB Stock Holding History

Bogart Wealth LLC’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 		$33.1K Buy
139
+19
+16% +$4.16K ﹤0.01% 648
2026
Q1 		$24.8K Buy
120
+84
+233% +$18.1K ﹤0.01% 665
2025
Q4 		$7.22K Sell
36
-4
-10% -$764 ﹤0.01% 926
2025
Q3 		$7.85K Buy
40
+5
+14% +$981 ﹤0.01% 875
2025
Q2 		$6.72K Buy
35
+9
+35% +$1.59K ﹤0.01% 877
2025
Q1 		$4.65K Buy
26
+6
+30% +$1.14K ﹤0.01% 915
2024
Q4 		$3.76K Hold
20
– – ﹤0.01% 952
2024
Q3 		$3.56K Hold
20
– – ﹤0.01% 888
2024
Q2 		$3.03K Hold
20
– – ﹤0.01% 876
2024
Q1 		$2.91K Hold
20
– – ﹤0.01% 859
2023
Q4 		$2.74K Sell
20
-44
-69% -$5.53K ﹤0.01% 856
2023
Q3 		$8.09K Hold
64
– – ﹤0.01% 637
2023
Q2 		$7.92K Sell
64
-29
-31% -$3.51K ﹤0.01% 627
2023
Q1 		$11.1K Buy
93
+49
+111% +$7.11K ﹤0.01% 567
2022
Q4 		$6.38K Hold
44
– – ﹤0.01% 621
2022
Q3 		$8K Hold
44
– – ﹤0.01% 600
2022
Q2 		$7K Buy
+44
New +$7.39K ﹤0.01% 597

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

Bogart Wealth LLC's MTB Position: Q2 2026 in Review

Bogart Wealth LLC increased its M&T Bank (MTB) stake by 16% in Q2 2026, buying an estimated $4.16K and bringing the position to 139 shares worth $33.1K. The position accounts for ﹤0.01% of the portfolio, ranked #648.

Bogart Wealth LLC first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Bogart Wealth LLC held 139 shares of M&T Bank worth $33.1K as of Q2 2026.
  • Bogart Wealth LLC bought 19 M&T Bank shares in Q2 2026, an estimated $4.16K.
  • M&T Bank made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #648 holding.
  • Bogart Wealth LLC first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.