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Clearstead Advisors’s M&T Bank MTB Stock Holding History

Clearstead Advisors’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 		$453K Buy
1,905
+795
+72% +$174K ﹤0.01% 783
2026
Q1 		$229K Buy
1,110
+196
+21% +$42.2K ﹤0.01% 956
2025
Q4 		$184K Sell
914
-1,306
-59% -$250K ﹤0.01% 953
2025
Q3 		$439K Buy
2,220
+9
+0.4% +$1.77K 0.01% 673
2025
Q2 		$429K Buy
2,211
+283
+15% +$49.9K 0.01% 650
2025
Q1 		$345K Sell
1,928
-75
-4% -$14.2K 0.01% 670
2024
Q4 		$377K Sell
2,003
-831
-29% -$165K 0.01% 653
2024
Q3 		$505K Buy
2,834
+21
+0.7% +$3.48K 0.01% 569
2024
Q2 		$426K Buy
2,813
+2,728
+3,209% +$399K 0.01% 575
2024
Q1 		$13.1K Sell
85
-213
-71% -$29.5K ﹤0.01% 1014
2023
Q4 		$40.9K Buy
298
+13
+5% +$1.63K ﹤0.01% 796
2023
Q3 		$36K Hold
285
– – ﹤0.01% 777
2023
Q2 		$35.3K Buy
285
+53
+23% +$6.41K ﹤0.01% 800
2023
Q1 		$27.7K Sell
232
-550
-70% -$79.8K ﹤0.01% 789
2022
Q4 		$113K Buy
782
+694
+789% +$114K 0.01% 476
2022
Q3 		$16K Buy
+88
New +$15.6K ﹤0.01% 811
2021
Q4 		– Sell
-598
Closed -$89K – 1376
2021
Q3 		$89K Buy
598
+198
+50% +$27.4K 0.01% 510
2021
Q2 		$58K Hold
400
– – ﹤0.01% 528
2021
Q1 		$61K Hold
400
– – 0.01% 517
2020
Q4 		$51K Hold
400
– – ﹤0.01% 507
2020
Q3 		$37K Hold
400
– – ﹤0.01% 505
2020
Q2 		$42K Hold
400
– – ﹤0.01% 449
2020
Q1 		$41K Buy
+400
New +$58.8K 0.01% 429

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

Clearstead Advisors's MTB Position: Q2 2026 in Review

Clearstead Advisors increased its M&T Bank (MTB) stake by 72% in Q2 2026, buying an estimated $174K and bringing the position to 1,905 shares worth $453K. The position accounts for ﹤0.01% of the portfolio, ranked #783.

Clearstead Advisors first reported a position in MTB in Q1 2020 and has held it in 23 quarters since. The position peaked at $505K in Q3 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Clearstead Advisors held 1,905 shares of M&T Bank worth $453K as of Q2 2026.
  • Clearstead Advisors bought 795 M&T Bank shares in Q2 2026, an estimated $174K.
  • M&T Bank made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #783 holding.
  • Clearstead Advisors first reported a position in M&T Bank in Q1 2020 and has held it in 23 quarters since.
  • Clearstead Advisors's M&T Bank position peaked at $505K in Q3 2024.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.