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BXM Wealth’s M&T Bank MTB Stock Holding History

BXM Wealth’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 		$381K Hold
1,600
– – 0.21% 109
2026
Q1 		$331K Hold
1,600
– – 0.25% 87
2025
Q4 		$322K Hold
1,600
– – 0.25% 86
2025
Q3 		$316K Hold
1,600
– – 0.3% 91
2025
Q2 		$310K Buy
+1,600
New +$282K 0.37% 77
2025
Q1 		– Sell
-1,100
Closed -$207K – 110
2024
Q4 		$207K Buy
+1,100
New +$219K 0.29% 91

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 $3.37T AUM 44.26% 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

BXM Wealth's MTB Position: Q2 2026 in Review

BXM Wealth held its M&T Bank (MTB) position steady in Q2 2026 at 1,600 shares worth $381K. The position accounts for 0.21% of the portfolio, ranked #109.

BXM Wealth first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • BXM Wealth held 1,600 shares of M&T Bank worth $381K as of Q2 2026.
  • BXM Wealth left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.21% of BXM Wealth's portfolio in Q2 2026, its #109 holding.
  • BXM Wealth first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on BXM Wealth's 13F filing for Q2 2026, filed 27 Jul 2026.