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Callan Family Office’s M&T Bank MTB Stock Holding History

Callan Family Office’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 		$470K Sell
1,975
-54
-3% -$11.8K 0.01% 840
2026
Q1 		$419K Sell
2,029
-82
-4% -$17.6K 0.01% 827
2025
Q4 		$425K Buy
2,111
+244
+13% +$46.6K 0.01% 824
2025
Q3 		$369K Buy
1,867
+607
+48% +$119K 0.01% 634
2025
Q2 		$244K Buy
+1,260
New +$222K 0.01% 837

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

Callan Family Office's MTB Position: Q2 2026 in Review

Callan Family Office reduced its M&T Bank (MTB) stake by 2.7% in Q2 2026, selling an estimated $11.8K and leaving 1,975 shares worth $470K. The position accounts for 0.01% of the portfolio, ranked #840.

Callan Family Office first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Callan Family Office held 1,975 shares of M&T Bank worth $470K as of Q2 2026.
  • Callan Family Office sold 54 M&T Bank shares in Q2 2026, an estimated $11.8K.
  • M&T Bank made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #840 holding.
  • Callan Family Office first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.