Concord Wealth Partners’s M&T Bank MTB Stock Holding History

Concord Wealth Partners’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	$43.2K	Buy	+182	New	+$39.8K	﹤0.01%	381
2026 Q1	–	Sell	-320	Closed	-$64.5K	–	576
2025 Q4	$64.5K	Sell	320 -35	-10%	-$6.69K	0.01%	300
2025 Q3	$70.2K	Sell	355 -34	-9%	-$6.67K	0.01%	296
2025 Q2	$75.4K	Buy	389 +3	+0.8%	+$529	0.01%	295
2025 Q1	$69K	Buy	386 +3	+0.8%	+$569	0.01%	281
2024 Q4	$72K	Buy	383 +2	+0.5%	+$398	0.01%	285
2024 Q3	$67.8K	Sell	381 -15	-4%	-$2.49K	0.01%	297
2024 Q2	$59.9K	Buy	396 +5	+1%	+$730	0.01%	289
2024 Q1	$56.9K	Sell	391 -40	-9%	-$5.54K	0.01%	332
2023 Q4	$59.1K	Sell	431 -190	-31%	-$23.9K	0.01%	336
2023 Q3	$78.6K	Sell	621 -1,371	-69%	-$179K	0.02%	315
2023 Q2	$247K	Buy	1,992 +743	+59%	+$89.9K	0.05%	177
2023 Q1	$149K	Buy	1,249 +4	+0.3%	+$581	0.04%	204
2022 Q4	$181K	Buy	+1,245	New	+$205K	0.05%	171
2022 Q3	–	Sell	-1,149	Closed	-$183K	–	753
2022 Q2	$183K	Buy	1,149 +1,003	+687%	+$169K	0.05%	168
2022 Q1	$25K	Buy	146 +40	+38%	+$7.05K	0.01%	587
2021 Q4	$16K	Buy	106 +60	+130%	+$9.21K	﹤0.01%	689
2021 Q3	$7K	Sell	46 -21	-31%	-$2.91K	﹤0.01%	531
2021 Q2	$10K	Buy	67 +39	+139%	+$6.09K	﹤0.01%	625
2021 Q1	$4K	Buy	+28	New	+$4.13K	﹤0.01%	722

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

Concord Wealth Partners's MTB Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in M&T Bank (MTB) in Q2 2026: 182 shares worth $43.2K. The stake represents ﹤0.01% of the portfolio and ranks #381 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MTB as recently as Q4 2025.

Concord Wealth Partners first reported a position in MTB in Q1 2021 and has held it in 20 quarters since. The position peaked at $247K in Q2 2023. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Concord Wealth Partners held 182 shares of M&T Bank worth $43.2K as of Q2 2026.
M&T Bank was a new Concord Wealth Partners position in Q2 2026.
M&T Bank made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #381 holding.
Concord Wealth Partners first reported a position in M&T Bank in Q1 2021 and has held it in 20 quarters since.
Concord Wealth Partners's M&T Bank position peaked at $247K in Q2 2023.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.