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Carnegie Lake Advisors’s M&T Bank MTB Stock Holding History

Carnegie Lake Advisors’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 		$313K Hold
1,313
– – 0.12% 136
2026
Q1 		$271K Hold
1,313
– – 0.11% 144
2025
Q4 		$265K Hold
1,313
– – 0.1% 145
2025
Q3 		$259K Hold
1,313
– – 0.1% 143
2025
Q2 		$255K Hold
1,313
– – 0.1% 138
2025
Q1 		$235K Hold
1,313
– – 0.1% 139
2024
Q4 		$247K Hold
1,313
– – 0.1% 135
2024
Q3 		$234K Buy
+1,313
New +$218K 0.09% 135

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

Carnegie Lake Advisors's MTB Position: Q2 2026 in Review

Carnegie Lake Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 1,313 shares worth $313K. The position accounts for 0.12% of the portfolio, ranked #136.

Carnegie Lake Advisors first reported a position in MTB in Q3 2024 and has held it in 8 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Carnegie Lake Advisors held 1,313 shares of M&T Bank worth $313K as of Q2 2026.
  • Carnegie Lake Advisors left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.12% of Carnegie Lake Advisors's portfolio in Q2 2026, its #136 holding.
  • Carnegie Lake Advisors first reported a position in M&T Bank in Q3 2024 and has held it in 8 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Carnegie Lake Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.