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

CFS 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
Q2 		$658K Sell
2,753
-8
-0.3% -$1.75K 0.04% 229
2026
Q1 		$604K Buy
2,761
+122
+5% +$26.3K 0.04% 235
2025
Q4 		$532K Hold
2,639
– – 0.04% 233
2025
Q3 		$489K Buy
2,639
+114
+5% +$22.4K 0.04% 237
2025
Q2 		$490K Buy
2,525
+24
+1% +$4.24K 0.04% 229
2025
Q1 		$447K Buy
2,501
+6
+0.2% +$1.14K 0.04% 226
2024
Q4 		$469K Buy
2,495
+4
+0.2% +$795 0.04% 218
2024
Q3 		$444K Buy
2,491
+17
+0.7% +$2.82K 0.04% 214
2024
Q2 		$374K Sell
2,474
-114
-4% -$16.7K 0.03% 202
2024
Q1 		$376K Sell
2,588
-138
-5% -$19.1K 0.06% 124
2023
Q4 		$374K Sell
2,726
-430
-14% -$54K 0.07% 117
2023
Q3 		$399K Buy
3,156
+288
+10% +$37.6K 0.06% 132
2023
Q2 		$355K Buy
2,868
+63
+2% +$7.62K 0.05% 197
2023
Q1 		$335K Sell
2,805
-141
-5% -$20.5K 0.06% 116
2022
Q4 		$427K Sell
2,946
-281
-9% -$46.2K 0.1% 86
2022
Q3 		$569K Buy
3,227
+48
+2% +$8.49K 0.15% 73
2022
Q2 		$507K Buy
+3,179
New +$534K 0.08% 165

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

CFS Investment Advisory Services's MTB Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its M&T Bank (MTB) stake by 0.29% in Q2 2026, selling an estimated $1.75K and leaving 2,753 shares worth $658K. The position accounts for 0.04% of the portfolio, ranked #229.

CFS Investment Advisory Services first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • CFS Investment Advisory Services held 2,753 shares of M&T Bank worth $658K as of Q2 2026.
  • CFS Investment Advisory Services sold 8 M&T Bank shares in Q2 2026, an estimated $1.75K.
  • M&T Bank made up 0.04% of CFS Investment Advisory Services's portfolio in Q2 2026, its #229 holding.
  • CFS Investment Advisory Services first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.