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Bruce G. Allen Investments’s M&T Bank MTB Stock Holding History

Bruce G. Allen Investments’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 		$18.3K Hold
77
– – 0.01% 421
2026
Q1 		$15.9K Hold
77
– – 0.01% 430
2025
Q4 		$15.5K Sell
77
-1
-1% -$191 0.01% 426
2025
Q3 		$15.4K Hold
78
– – 0.01% 427
2025
Q2 		$15.1K Hold
78
– – 0.01% 424
2025
Q1 		$13.9K Sell
78
-15
-16% -$2.85K 0.01% 424
2024
Q4 		$17.5K Hold
93
– – 0.01% 400
2024
Q3 		$16.6K Hold
93
– – 0.01% 412
2024
Q2 		$14.1K Sell
93
-2
-2% -$292 0.01% 412
2024
Q1 		$13.8K Buy
95
+17
+22% +$2.35K 0.01% 422
2023
Q4 		$10.7K Buy
+78
New +$9.8K 0.01% 468

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

Bruce G. Allen Investments's MTB Position: Q2 2026 in Review

Bruce G. Allen Investments held its M&T Bank (MTB) position steady in Q2 2026 at 77 shares worth $18.3K. The position accounts for 0.01% of the portfolio, ranked #421.

Bruce G. Allen Investments first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Bruce G. Allen Investments held 77 shares of M&T Bank worth $18.3K as of Q2 2026.
  • Bruce G. Allen Investments left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of Bruce G. Allen Investments's portfolio in Q2 2026, its #421 holding.
  • Bruce G. Allen Investments first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Bruce G. Allen Investments's 13F filing for Q2 2026, filed 31 Jul 2026.