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Cornerstone Planning Group’s M&T Bank MTB Stock Holding History

Cornerstone Planning Group’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 		$28.5K Buy
114
+5
+5% +$1.09K ﹤0.01% 566
2026
Q1 		$23.3K Buy
109
+17
+18% +$3.66K ﹤0.01% 626
2025
Q4 		$19.9K Sell
92
-449
-83% -$85.8K ﹤0.01% 591
2025
Q3 		$98.9K Buy
541
+1
+0.2% +$196 0.02% 212
2025
Q2 		$102K Buy
540
+458
+559% +$80.8K 0.02% 141
2025
Q1 		$13.6K Buy
82
+77
+1,540% +$14.6K ﹤0.01% 490
2024
Q4 		$1K Hold
5
– – ﹤0.01% 954
2024
Q3 		$979 Buy
5
+3
+150% +$497 ﹤0.01% 936
2024
Q2 		$320 Buy
+2
New +$292 ﹤0.01% 1136

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

Cornerstone Planning Group's MTB Position: Q2 2026 in Review

Cornerstone Planning Group increased its M&T Bank (MTB) stake by 4.6% in Q2 2026, buying an estimated $1.09K and bringing the position to 114 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #566.

Cornerstone Planning Group first reported a position in MTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $102K in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Cornerstone Planning Group held 114 shares of M&T Bank worth $28.5K as of Q2 2026.
  • Cornerstone Planning Group bought 5 M&T Bank shares in Q2 2026, an estimated $1.09K.
  • M&T Bank made up ﹤0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #566 holding.
  • Cornerstone Planning Group first reported a position in M&T Bank in Q2 2024 and has held it in 9 quarters since.
  • Cornerstone Planning Group's M&T Bank position peaked at $102K in Q2 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.