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Collective Family Office’s M&T Bank MTB Stock Holding History

Collective Family Office’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 		$357K Sell
1,502
-100
-6% -$21.9K 0.07% 135
2026
Q1 		$331K Sell
1,602
-169
-10% -$36.4K 0.07% 130
2025
Q4 		$357K Buy
1,771
+200
+13% +$38.2K 0.08% 124
2025
Q3 		$310K Hold
1,571
– – 0.07% 131
2025
Q2 		$305K Buy
1,571
+20
+1% +$3.53K 0.08% 133
2025
Q1 		$277K Sell
1,551
-74
-5% -$14K 0.07% 138
2024
Q4 		$306K Hold
1,625
– – 0.08% 140
2024
Q3 		$289K Hold
1,625
– – 0.08% 150
2024
Q2 		$246K Hold
1,625
– – 0.07% 161
2024
Q1 		$236K Hold
1,625
– – 0.08% 161
2023
Q4 		$223K Buy
1,625
+1
+0.1% +$126 0.08% 159
2023
Q3 		$205K Buy
1,624
+3
+0.2% +$391 0.08% 160
2023
Q2 		$201K Buy
+1,621
New +$196K 0.08% 173
2023
Q1 		– Sell
-1,721
Closed -$250K – 175
2022
Q4 		$250K Sell
1,721
-532
-24% -$87.5K 0.11% 147
2022
Q3 		$397K Buy
2,253
+6
+0.3% +$1.06K 0.2% 114
2022
Q2 		$358K Buy
2,247
+402
+22% +$67.6K 0.16% 134
2022
Q1 		$313K Sell
1,845
-200
-10% -$35.3K 0.12% 151
2021
Q4 		$314K Sell
2,045
-60
-3% -$9.21K 0.12% 144
2021
Q3 		$314K Hold
2,105
– – 0.14% 134
2021
Q2 		$306K Sell
2,105
-130
-6% -$20.3K 0.13% 135
2021
Q1 		$339K Sell
2,235
-120
-5% -$17.7K 0.17% 132
2020
Q4 		$300K Buy
+2,355
New +$268K 0.17% 130

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

Collective Family Office's MTB Position: Q2 2026 in Review

Collective Family Office reduced its M&T Bank (MTB) stake by 6.2% in Q2 2026, selling an estimated $21.9K and leaving 1,502 shares worth $357K. The position accounts for 0.07% of the portfolio, ranked #135.

Collective Family Office first reported a position in MTB in Q4 2020 and has held it in 22 quarters since. The position peaked at $397K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Collective Family Office held 1,502 shares of M&T Bank worth $357K as of Q2 2026.
  • Collective Family Office sold 100 M&T Bank shares in Q2 2026, an estimated $21.9K.
  • M&T Bank made up 0.07% of Collective Family Office's portfolio in Q2 2026, its #135 holding.
  • Collective Family Office first reported a position in M&T Bank in Q4 2020 and has held it in 22 quarters since.
  • Collective Family Office's M&T Bank position peaked at $397K in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.