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

Cornerstone Wealth 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	$444K	Buy	1,865 +103	+6%	+$22.5K	0.03%	262
2026 Q1	$386K	Sell	1,762 -13	-0.7%	-$2.8K	0.02%	272
2025 Q4	$358K	Sell	1,775 -28,039	-94%	-$5.36M	0.02%	252
2025 Q3	$5.89M	Buy	29,814 +763	+3%	+$150K	0.4%	69
2025 Q2	$5.64M	Buy	29,051 +1,115	+4%	+$197K	0.42%	69
2025 Q1	$4.99M	Buy	27,936 +19	+0.1%	+$3.6K	0.41%	74
2024 Q4	$5.25M	Sell	27,917 -128	-0.5%	-$25.4K	0.43%	61
2024 Q3	$5M	Buy	28,045 +266	+1%	+$44.1K	0.41%	64
2024 Q2	$4.2M	Buy	27,779 +1,571	+6%	+$230K	0.37%	67
2024 Q1	$3.81M	Buy	+26,208	New	+$3.63M	0.35%	72

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

Cornerstone Wealth Group increased its M&T Bank (MTB) stake by 5.8% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,865 shares worth $444K. The position accounts for 0.03% of the portfolio, ranked #262.

Cornerstone Wealth Group first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $5.89M in Q3 2025. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Cornerstone Wealth Group held 1,865 shares of M&T Bank worth $444K as of Q2 2026.
Cornerstone Wealth Group bought 103 M&T Bank shares in Q2 2026, an estimated $22.5K.
M&T Bank made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #262 holding.
Cornerstone Wealth Group first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
Cornerstone Wealth Group's M&T Bank position peaked at $5.89M in Q3 2025.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.