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CBIZ Investment Advisory Services’s M&T Bank MTB Stock Holding History

CBIZ Investment Advisory Services’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
Q1 		– Sell
-25
Closed -$5.04K – 630
2025
Q4 		$5.04K Hold
25
– – ﹤0.01% 502
2025
Q3 		$4.94K Hold
25
– – ﹤0.01% 444
2025
Q2 		$4.85K Sell
25
-2
-7% -$353 ﹤0.01% 435
2025
Q1 		$4.83K Buy
27
+18
+200% +$3.41K ﹤0.01% 400
2024
Q4 		$1.69K Buy
+9
New +$1.79K ﹤0.01% 412

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

CBIZ Investment Advisory Services's MTB Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 25 shares — an estimated $5.04K sold.

CBIZ Investment Advisory Services first reported a position in MTB in Q4 2024 and held it in 5 quarters. The position peaked at $5.04K in Q4 2025. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 25 M&T Bank shares in Q1 2026, an estimated $5.04K.
  • CBIZ Investment Advisory Services first reported a position in M&T Bank in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's M&T Bank position peaked at $5.04K in Q4 2025.
  • 1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.