Crewe Advisors’s M&T Bank MTB Stock Holding History

Crewe Advisors’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	$47.8K	Buy	201 +189	+1,575%	+$41.3K	﹤0.01%	451
2026 Q1	$2.48K	Hold	12	–	–	﹤0.01%	883
2025 Q4	$2.42K	Hold	12	–	–	﹤0.01%	845
2025 Q3	$2.37K	Buy	+12	New	+$2.35K	﹤0.01%	825
2024 Q4	–	Sell	-73	Closed	-$13K	–	750
2024 Q3	$13K	Hold	73	–	–	﹤0.01%	452
2024 Q2	$11.1K	Sell	73 -43	-37%	-$6.28K	﹤0.01%	672
2024 Q1	$16.9K	Buy	+116	New	+$16.1K	﹤0.01%	519
2022 Q4	–	Sell	-20	Closed	-$4K	–	1177
2022 Q3	$4K	Buy	+20	New	+$3.54K	﹤0.01%	902
2020 Q4	–	Sell	-90	Closed	-$8K	–	578
2020 Q3	$8K	Buy	+90	New	+$9.2K	﹤0.01%	282
2020 Q1	–	Sell	-29	Closed	-$5K	–	224
2019 Q4	$5K	Buy	+29	New	+$4.71K	﹤0.01%	192

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

Crewe Advisors's MTB Position: Q2 2026 in Review

Crewe Advisors increased its M&T Bank (MTB) stake by 1,575% in Q2 2026, buying an estimated $41.3K and bringing the position to 201 shares worth $47.8K. The position accounts for ﹤0.01% of the portfolio, ranked #451.

Crewe Advisors first reported a position in MTB in Q4 2019 and has held it in 10 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Crewe Advisors held 201 shares of M&T Bank worth $47.8K as of Q2 2026.
Crewe Advisors bought 189 M&T Bank shares in Q2 2026, an estimated $41.3K.
M&T Bank made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #451 holding.
Crewe Advisors first reported a position in M&T Bank in Q4 2019 and has held it in 10 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.