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Cassaday & Co Wealth Management’s M&T Bank MTB Stock Holding History

Cassaday & Co 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 		$101K Buy
426
+63
+17% +$13.8K ﹤0.01% 480
2026
Q1 		$75K Buy
+363
New +$78.1K ﹤0.01% 525

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

Cassaday & Co Wealth Management's MTB Position: Q2 2026 in Review

Cassaday & Co Wealth Management increased its M&T Bank (MTB) stake by 17% in Q2 2026, buying an estimated $13.8K and bringing the position to 426 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Cassaday & Co Wealth Management first reported a position in MTB in Q1 2026 and has held it in 2 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Cassaday & Co Wealth Management held 426 shares of M&T Bank worth $101K as of Q2 2026.
  • Cassaday & Co Wealth Management bought 63 M&T Bank shares in Q2 2026, an estimated $13.8K.
  • M&T Bank made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #480 holding.
  • Cassaday & Co Wealth Management first reported a position in M&T Bank in Q1 2026 and has held it in 2 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.