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Cooper/Haims Advisors’s M&T Bank MTB Stock Holding History

Cooper/Haims 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 		$334K Hold
1,403
– – 0.14% 70
2026
Q1 		$290K Buy
+1,403
New +$302K 0.14% 72
2023
Q4 		– Sell
-2,194
Closed -$277K – 84
2023
Q3 		$277K Buy
+2,194
New +$286K 0.22% 53

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

Cooper/Haims Advisors's MTB Position: Q2 2026 in Review

Cooper/Haims Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 1,403 shares worth $334K. The position accounts for 0.14% of the portfolio, ranked #70.

Cooper/Haims Advisors first reported a position in MTB in Q3 2023 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Cooper/Haims Advisors held 1,403 shares of M&T Bank worth $334K as of Q2 2026.
  • Cooper/Haims Advisors left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.14% of Cooper/Haims Advisors's portfolio in Q2 2026, its #70 holding.
  • Cooper/Haims Advisors first reported a position in M&T Bank in Q3 2023 and has held it in 3 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Cooper/Haims Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.