Coston McIsaac & Partners’s M&T Bank MTB Stock Holding History

Coston McIsaac & Partners’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	$10K	Hold	44	–	–	﹤0.01%	585
2026 Q1	$9K	Hold	44	–	–	﹤0.01%	593
2025 Q4	$9K	Hold	44	–	–	﹤0.01%	592
2025 Q3	$8K	Hold	44	–	–	﹤0.01%	578
2025 Q2	$8K	Hold	44	–	–	﹤0.01%	557
2025 Q1	$7K	Hold	44	–	–	﹤0.01%	556
2024 Q4	$8K	Buy	44 +1	+2%	+$199	﹤0.01%	524
2024 Q3	$7K	Hold	43	–	–	﹤0.01%	557
2024 Q2	$6K	Buy	43 +1	+2%	+$146	﹤0.01%	546
2024 Q1	$6K	Hold	42	–	–	﹤0.01%	551
2023 Q4	$5K	Buy	42 +1	+2%	+$126	﹤0.01%	564
2023 Q3	$5K	Hold	41	–	–	﹤0.01%	562
2023 Q2	$5K	Buy	41 +1	+3%	+$121	﹤0.01%	606
2023 Q1	$4K	Hold	40	–	–	﹤0.01%	615
2022 Q4	$5K	Hold	40	–	–	﹤0.01%	592
2022 Q3	$7K	Hold	40	–	–	﹤0.01%	465
2022 Q2	$6K	Buy	+40	New	+$6.72K	﹤0.01%	330

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

Coston McIsaac & Partners's MTB Position: Q2 2026 in Review

Coston McIsaac & Partners held its M&T Bank (MTB) position steady in Q2 2026 at 44 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #585.

Coston McIsaac & Partners first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Coston McIsaac & Partners held 44 shares of M&T Bank worth $10K as of Q2 2026.
Coston McIsaac & Partners left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #585 holding.
Coston McIsaac & Partners first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.