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Crestwood Advisors Group’s M&T Bank MTB Stock Holding History

Crestwood Advisors 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 		$1.16M Buy
4,865
+1,062
+28% +$232K 0.02% 299
2026
Q1 		$786K Buy
3,803
+172
+5% +$37K 0.01% 334
2025
Q4 		$732K Buy
3,631
+294
+9% +$56.2K 0.01% 319
2025
Q3 		$660K Buy
3,337
+100
+3% +$19.6K 0.01% 326
2025
Q2 		$628K Buy
3,237
+54
+2% +$9.53K 0.01% 317
2025
Q1 		$569K Buy
3,183
+48
+2% +$9.1K 0.01% 328
2024
Q4 		$589K Buy
3,135
+32
+1% +$6.36K 0.01% 287
2024
Q3 		$553K Buy
3,103
+57
+2% +$9.45K 0.01% 283
2024
Q2 		$461K Sell
3,046
-30
-1% -$4.38K 0.01% 287
2024
Q1 		$447K Sell
3,076
-29
-0.9% -$4.02K 0.01% 295
2023
Q4 		$426K Buy
3,105
+3
+0.1% +$377 0.01% 282
2023
Q3 		$392K Buy
3,102
+66
+2% +$8.61K 0.01% 265
2023
Q2 		$376K Sell
3,036
-220
-7% -$26.6K 0.01% 199
2023
Q1 		$389K Sell
3,256
-34
-1% -$4.94K 0.01% 201
2022
Q4 		$477K Sell
3,290
-100
-3% -$16.4K 0.02% 194
2022
Q3 		$598K Buy
3,390
+34
+1% +$6.02K 0.02% 176
2022
Q2 		$535K Buy
+3,356
New +$564K 0.02% 189

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

Crestwood Advisors Group's MTB Position: Q2 2026 in Review

Crestwood Advisors Group increased its M&T Bank (MTB) stake by 28% in Q2 2026, buying an estimated $232K and bringing the position to 4,865 shares worth $1.16M. The position accounts for 0.02% of the portfolio, ranked #299.

Crestwood Advisors Group first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Crestwood Advisors Group held 4,865 shares of M&T Bank worth $1.16M as of Q2 2026.
  • Crestwood Advisors Group bought 1,062 M&T Bank shares in Q2 2026, an estimated $232K.
  • M&T Bank made up 0.02% of Crestwood Advisors Group's portfolio in Q2 2026, its #299 holding.
  • Crestwood Advisors Group first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Crestwood Advisors Group's 13F filing for Q2 2026, filed 3 Aug 2026.