Bright Futures Wealth Management’s M&T Bank MTB Stock Holding History

Bright Futures 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	$908K	Sell	3,816 -1,518	-28%	-$332K	0.59%	60
2026 Q1	$1.1M	Sell	5,334 -4,882	-48%	-$1.05M	0.75%	45
2025 Q4	$2.06M	Buy	10,216 +102	+1%	+$19.5K	1.52%	15
2025 Q3	$2M	Buy	+10,114	New	+$1.98M	1.56%	17
2025 Q1	$1.55M	Sell	9,901 -672	-6%	-$127K	1.7%	17
2024 Q4	$2.12M	Sell	10,573 -2,235	-17%	-$444K	1.88%	15
2024 Q3	$2.53M	Sell	12,808 -2,301	-15%	-$382K	1.22%	18
2024 Q2	$2.45M	Buy	15,109 +640	+4%	+$93.5K	1.33%	17
2024 Q1	$2.14M	Buy	+14,469	New	+$2M	1.16%	24

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

Bright Futures Wealth Management's MTB Position: Q2 2026 in Review

Bright Futures Wealth Management reduced its M&T Bank (MTB) stake by 28% in Q2 2026, selling an estimated $332K and leaving 3,816 shares worth $908K. The position accounts for 0.59% of the portfolio, ranked #60.

Bright Futures Wealth Management first reported a position in MTB in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.53M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Bright Futures Wealth Management held 3,816 shares of M&T Bank worth $908K as of Q2 2026.
Bright Futures Wealth Management sold 1,518 M&T Bank shares in Q2 2026, an estimated $332K.
M&T Bank made up 0.59% of Bright Futures Wealth Management's portfolio in Q2 2026, its #60 holding.
Bright Futures Wealth Management first reported a position in M&T Bank in Q1 2024 and has held it in 9 quarters since.
Bright Futures Wealth Management's M&T Bank position peaked at $2.53M in Q3 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bright Futures Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.