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Confluence Wealth Services’s M&T Bank MTB Stock Holding History

Confluence Wealth Services’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 		$502K Buy
2,110
+789
+60% +$173K 0.01% 327
2026
Q1 		$273K Buy
+1,321
New +$284K 0.01% 330
2022
Q1 		– Sell
-11
Closed -$1K – 816
2021
Q4 		$1K Buy
+11
New +$1.69K ﹤0.01% 1197

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

Confluence Wealth Services's MTB Position: Q2 2026 in Review

Confluence Wealth Services increased its M&T Bank (MTB) stake by 60% in Q2 2026, buying an estimated $173K and bringing the position to 2,110 shares worth $502K. The position accounts for 0.01% of the portfolio, ranked #327.

Confluence Wealth Services first reported a position in MTB in Q4 2021 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Confluence Wealth Services held 2,110 shares of M&T Bank worth $502K as of Q2 2026.
  • Confluence Wealth Services bought 789 M&T Bank shares in Q2 2026, an estimated $173K.
  • M&T Bank made up 0.01% of Confluence Wealth Services's portfolio in Q2 2026, its #327 holding.
  • Confluence Wealth Services first reported a position in M&T Bank in Q4 2021 and has held it in 3 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.