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Commonwealth Retirement Investments’s M&T Bank MTB Stock Holding History

Commonwealth Retirement Investments’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 		$1.14M Sell
4,808
-6,579
-58% -$1.44M 0.31% 71
2026
Q1 		$2.35M Buy
11,387
+396
+4% +$85.2K 0.73% 38
2025
Q4 		$2.21M Buy
10,991
+44
+0.4% +$8.41K 0.71% 38
2025
Q3 		$2.16M Buy
10,947
+195
+2% +$38.3K 0.74% 43
2025
Q2 		$2.09M Sell
10,752
-3,075
-22% -$543K 0.79% 40
2025
Q1 		$2.47M Buy
13,827
+278
+2% +$52.7K 1.01% 35
2024
Q4 		$2.55M Sell
13,549
-156
-1% -$31K 1.05% 30
2024
Q3 		$2.44M Buy
13,705
+365
+3% +$60.5K 1.02% 32
2024
Q2 		$2.02M Buy
13,340
+3,438
+35% +$502K 0.92% 35
2024
Q1 		$1.44M Buy
9,902
+671
+7% +$93K 0.69% 44
2023
Q4 		$1.27M Buy
9,231
+214
+2% +$26.9K 0.67% 48
2023
Q3 		$1.14M Buy
9,017
+367
+4% +$47.9K 0.66% 43
2023
Q2 		$1.07M Buy
8,650
+341
+4% +$41.3K 0.6% 43
2023
Q1 		$994K Buy
8,309
+155
+2% +$22.5K 0.59% 40
2022
Q4 		$1.18M Buy
+8,154
New +$1.34M 0.72% 37

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 $3.38T AUM 44.17% 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

Commonwealth Retirement Investments's MTB Position: Q2 2026 in Review

Commonwealth Retirement Investments reduced its M&T Bank (MTB) stake by 58% in Q2 2026, selling an estimated $1.44M and leaving 4,808 shares worth $1.14M. The position accounts for 0.31% of the portfolio, ranked #71.

Commonwealth Retirement Investments first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.55M in Q4 2024. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Commonwealth Retirement Investments held 4,808 shares of M&T Bank worth $1.14M as of Q2 2026.
  • Commonwealth Retirement Investments sold 6,579 M&T Bank shares in Q2 2026, an estimated $1.44M.
  • M&T Bank made up 0.31% of Commonwealth Retirement Investments's portfolio in Q2 2026, its #71 holding.
  • Commonwealth Retirement Investments first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
  • Commonwealth Retirement Investments's M&T Bank position peaked at $2.55M in Q4 2024.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Commonwealth Retirement Investments's 13F filing for Q2 2026, filed 3 Aug 2026.