Bradley & Co Private Wealth Management’s M&T Bank MTB Stock Holding History

Bradley & Co Private Wealth Management’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	$5.24K	Hold	22	–	–	﹤0.01%	162
2026 Q1	$4.55K	Hold	22	–	–	﹤0.01%	163
2025 Q4	$4.43K	Hold	22	–	–	﹤0.01%	162
2025 Q3	$4.35K	Hold	22	–	–	﹤0.01%	155
2025 Q2	$4.27K	Hold	22	–	–	﹤0.01%	149
2025 Q1	$3.93K	Hold	22	–	–	﹤0.01%	150
2024 Q4	$4.14K	Buy	+22	New	+$4.37K	﹤0.01%	147
2024 Q2	$3.33K	Hold	22	–	–	﹤0.01%	149
2024 Q1	$3.2K	Hold	22	–	–	﹤0.01%	155
2023 Q4	$3.02K	Hold	22	–	–	﹤0.01%	167
2023 Q3	$2.78K	Hold	22	–	–	﹤0.01%	146
2023 Q2	$2.72K	Hold	22	–	–	﹤0.01%	150
2023 Q1	$2.63K	Hold	22	–	–	﹤0.01%	151
2022 Q4	$3.19K	Hold	22	–	–	﹤0.01%	148
2022 Q3	$4K	Hold	22	–	–	﹤0.01%	149
2022 Q2	$4K	Buy	+22	New	+$3.7K	﹤0.01%	154

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 $3.38T AUM 44.17% 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

Bradley & Co Private Wealth Management's MTB Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 22 shares worth $5.24K. The position accounts for ﹤0.01% of the portfolio, ranked #162.

Bradley & Co Private Wealth Management first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Bradley & Co Private Wealth Management held 22 shares of M&T Bank worth $5.24K as of Q2 2026.
Bradley & Co Private Wealth Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #162 holding.
Bradley & Co Private Wealth Management first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.