Corient Private Wealth
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Corient Private Wealth’s M&T Bank MTB Stock Holding History

Corient Private Wealth’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 		$14.2M Sell
59,837
-1,349
-2% -$295K 0.02% 533
2026
Q1 		$12.4M Buy
61,186
+31,432
+106% +$6.77M 0.02% 539
2025
Q4 		$6M Buy
29,754
+5,686
+24% +$1.09M 0.01% 711
2025
Q3 		$4.76M Buy
24,068
+821
+4% +$161K 0.01% 732
2025
Q2 		$4.51M Sell
23,247
-2,032
-8% -$359K 0.01% 730
2025
Q1 		$4.52M Buy
25,279
+4,510
+22% +$855K 0.01% 711
2024
Q4 		$3.9M Sell
20,769
-4,869
-19% -$968K 0.01% 772
2024
Q3 		$4.57M Buy
25,638
+4,033
+19% +$669K 0.01% 779
2024
Q2 		$3.27M Sell
21,605
-3,786
-15% -$553K 0.01% 837
2024
Q1 		$3.69M Sell
25,391
-22,960
-47% -$3.18M 0.01% 798
2023
Q4 		$6.63M Buy
48,351
+23,362
+93% +$2.94M 0.01% 620
2023
Q3 		$3.16M Buy
24,989
+4,215
+20% +$550K 0.01% 763
2023
Q2 		$2.55M Buy
20,774
+2,313
+13% +$280K 0.01% 832
2023
Q1 		$2.21M Buy
18,461
+6,941
+60% +$1.01M 0.01% 810
2022
Q4 		$1.64M Buy
+11,520
New +$1.89M 0.01% 768

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

Corient Private Wealth's MTB Position: Q2 2026 in Review

Corient Private Wealth reduced its M&T Bank (MTB) stake by 2.2% in Q2 2026, selling an estimated $295K and leaving 59,837 shares worth $14.2M. The position accounts for 0.02% of the portfolio, ranked #533.

Corient Private Wealth first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Corient Private Wealth held 59,837 shares of M&T Bank worth $14.2M as of Q2 2026.
  • Corient Private Wealth sold 1,349 M&T Bank shares in Q2 2026, an estimated $295K.
  • M&T Bank made up 0.02% of Corient Private Wealth's portfolio in Q2 2026, its #533 holding.
  • Corient Private Wealth first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.