Chicago Partners Investment Group’s M&T Bank MTB Stock Holding History

Chicago Partners Investment 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 Q2	$847K	Buy	3,444 +1,097	+47%	+$240K	0.02%	732
2026 Q1	$511K	Buy	2,347 +846	+56%	+$182K	0.01%	877
2025 Q4	$321K	Sell	1,501 -58	-4%	-$11.1K	0.01%	992
2025 Q3	$283K	Buy	+1,559	New	+$306K	0.01%	987
2018 Q4	–	Sell	-400	Closed	-$65K	–	684
2018 Q3	$65K	Buy	400 +200	+100%	+$34.7K	0.01%	483
2018 Q2	$34K	Hold	200	–	–	0.01%	560
2018 Q1	$37K	Hold	200	–	–	0.01%	499
2017 Q4	$34K	Hold	200	–	–	0.01%	516
2017 Q3	$32K	Sell	200 -200	-50%	-$31.4K	0.01%	517
2017 Q2	$63K	Buy	+400	New	+$63.1K	0.02%	345
2017 Q1	–	Sell	-16	Closed	-$3K	–	575
2016 Q4	$3K	Buy	+16	New	+$2.17K	﹤0.01%	490

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Chicago Partners Investment Group's MTB Position: Q2 2026 in Review

Chicago Partners Investment Group increased its M&T Bank (MTB) stake by 47% in Q2 2026, buying an estimated $240K and bringing the position to 3,444 shares worth $847K. The position accounts for 0.02% of the portfolio, ranked #732.

Chicago Partners Investment Group first reported a position in MTB in Q4 2016 and has held it in 11 quarters since. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Chicago Partners Investment Group held 3,444 shares of M&T Bank worth $847K as of Q2 2026.
Chicago Partners Investment Group bought 1,097 M&T Bank shares in Q2 2026, an estimated $240K.
M&T Bank made up 0.02% of Chicago Partners Investment Group's portfolio in Q2 2026, its #732 holding.
Chicago Partners Investment Group first reported a position in M&T Bank in Q4 2016 and has held it in 11 quarters since.
1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.