Creative Financial Designs’s M&T Bank MTB Stock Holding History

Creative Financial Designs’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	–	Sell	-3	Closed	-$656	–	2241
2026 Q1	$659	Hold	3	–	–	﹤0.01%	1965
2025 Q4	$638	Hold	3	–	–	﹤0.01%	1882
2025 Q3	$621	Hold	3	–	–	﹤0.01%	1898
2025 Q2	$605	Hold	3	–	–	﹤0.01%	1876
2025 Q1	$553	Hold	3	–	–	﹤0.01%	1900
2024 Q4	$578	Hold	3	–	–	﹤0.01%	1730
2024 Q3	$543	Hold	3	–	–	﹤0.01%	1623
2024 Q2	$458	Buy	+3	New	+$438	﹤0.01%	1583
2024 Q1	–	Sell	-243	Closed	-$33.3K	–	1709
2023 Q4	$33.3K	Buy	+243	New	+$30.5K	﹤0.01%	781
2021 Q4	–	Sell	-112	Closed	-$17K	–	1353
2021 Q3	$17K	Hold	112	–	–	﹤0.01%	901
2021 Q2	$16K	Hold	112	–	–	﹤0.01%	914
2021 Q1	$17K	Hold	112	–	–	﹤0.01%	822
2020 Q4	$14K	Hold	112	–	–	﹤0.01%	792
2020 Q3	$10K	Buy	112 +88	+367%	+$8.99K	﹤0.01%	806
2020 Q2	$2K	Buy	+24	New	+$2.53K	﹤0.01%	1037

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

Creative Financial Designs's MTB Position: Q2 2026 in Review

Creative Financial Designs sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 3 shares — an estimated $656 sold.

Creative Financial Designs first reported a position in MTB in Q2 2020 and held it in 15 quarters. The position peaked at $33.3K in Q4 2023. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Creative Financial Designs reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Creative Financial Designs sold 3 M&T Bank shares in Q2 2026, an estimated $656.
Creative Financial Designs first reported a position in M&T Bank in Q2 2020 and held it in 15 quarters.
Creative Financial Designs's M&T Bank position peaked at $33.3K in Q4 2023.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.