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Concurrent Investment Advisors’s M&T Bank MTB Stock Holding History

Concurrent Investment Advisors’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 		$909K Sell
3,820
-4,082
-52% -$893K 0.01% 1050
2026
Q1 		$1.63M Buy
7,902
+5,409
+217% +$1.16M 0.02% 687
2025
Q4 		$502K Buy
2,493
+1,244
+100% +$238K 0.01% 1140
2025
Q3 		$247K Sell
1,249
-90
-7% -$17.7K ﹤0.01% 1247
2025
Q2 		$260K Buy
1,339
+81
+6% +$14.3K 0.01% 1134
2025
Q1 		$225K Buy
+1,258
New +$239K 0.01% 1072

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

Concurrent Investment Advisors's MTB Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its M&T Bank (MTB) stake by 52% in Q2 2026, selling an estimated $893K and leaving 3,820 shares worth $909K. The position accounts for 0.01% of the portfolio, ranked #1050.

Concurrent Investment Advisors first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2026. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Concurrent Investment Advisors held 3,820 shares of M&T Bank worth $909K as of Q2 2026.
  • Concurrent Investment Advisors sold 4,082 M&T Bank shares in Q2 2026, an estimated $893K.
  • M&T Bank made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1050 holding.
  • Concurrent Investment Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
  • Concurrent Investment Advisors's M&T Bank position peaked at $1.63M in Q1 2026.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.