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Chapman Financial Group’s M&T Bank MTB Stock Holding History

Chapman Financial Group’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 		$258K Hold
1,250
– – 0.18% 110
2025
Q4 		$252K Hold
1,250
– – 0.17% 116
2025
Q3 		$247K Buy
+1,250
New +$245K 0.17% 117

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Chapman Financial Group's MTB Position: Q1 2026 in Review

Chapman Financial Group held its M&T Bank (MTB) position steady in Q1 2026 at 1,250 shares worth $258K. The position accounts for 0.18% of the portfolio, ranked #110.

Chapman Financial Group first reported a position in MTB in Q3 2025 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Chapman Financial Group held 1,250 shares of M&T Bank worth $258K as of Q1 2026.
  • Chapman Financial Group left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up 0.18% of Chapman Financial Group's portfolio in Q1 2026, its #110 holding.
  • Chapman Financial Group first reported a position in M&T Bank in Q3 2025 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Chapman Financial Group's 13F filing for Q1 2026, filed 12 May 2026.