Concord Wealth Partners
MTB icon

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
Q3 		$39.8K Buy
183
+1
+0.5% +$241 ﹤0.01% 378
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Concord Wealth Partners's MTB Position: Q3 2026 in Review

Concord Wealth Partners increased its M&T Bank (MTB) stake by 0.55% in Q3 2026, buying an estimated $241 and bringing the position to 183 shares worth $39.8K. The position accounts for ﹤0.01% of the portfolio, ranked #378.

Concord Wealth Partners first reported a position in MTB in Q1 2021 and has held it in 21 quarters since. The position peaked at $247K in Q2 2023. 804 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Concord Wealth Partners held 183 shares of M&T Bank worth $39.8K as of Q3 2026.
  • Concord Wealth Partners bought 1 M&T Bank share in Q3 2026, an estimated $241.
  • M&T Bank made up ﹤0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #378 holding.
  • Concord Wealth Partners first reported a position in M&T Bank in Q1 2021 and has held it in 21 quarters since.
  • Concord Wealth Partners's M&T Bank position peaked at $247K in Q2 2023.
  • 804 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.