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

Clearstead Trust’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 		$52.1K Hold
219
– – 0.01% 316
2026
Q1 		$45.3K Buy
219
+9
+4% +$1.94K 0.01% 324
2025
Q4 		$42.3K Sell
210
-10
-5% -$1.91K 0.01% 345
2025
Q3 		$43.5K Hold
220
– – 0.01% 330
2025
Q2 		$42.7K Buy
220
+138
+168% +$24.3K 0.01% 329
2025
Q1 		$14.7K Buy
82
+11
+15% +$2.09K ﹤0.01% 402
2024
Q4 		$13.3K Buy
71
+12
+20% +$2.38K ﹤0.01% 343
2024
Q3 		$10.5K Hold
59
– – ﹤0.01% 343
2024
Q2 		$8.93K Hold
59
– – ﹤0.01% 360
2024
Q1 		$8.58K Hold
59
– – ﹤0.01% 356
2023
Q4 		$8.09K Hold
59
– – ﹤0.01% 347
2023
Q3 		$7.46K Buy
+59
New +$7.7K ﹤0.01% 364

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 Trust's MTB Position: Q2 2026 in Review

Clearstead Trust held its M&T Bank (MTB) position steady in Q2 2026 at 219 shares worth $52.1K. The position accounts for 0.01% of the portfolio, ranked #316.

Clearstead Trust first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Clearstead Trust held 219 shares of M&T Bank worth $52.1K as of Q2 2026.
  • Clearstead Trust left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of Clearstead Trust's portfolio in Q2 2026, its #316 holding.
  • Clearstead Trust first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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