Curio Wealth’s M&T Bank MTB Stock Holding History

Curio Wealth’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	-43	Closed	-$8.89K	–	745
2026 Q1	$8.89K	Buy	43 +2	+5%	+$430	﹤0.01%	226
2025 Q4	$8.5K	Buy	+41	New	+$7.83K	﹤0.01%	254
2025 Q3	–	Sell	-41	Closed	-$7.95K	–	338
2025 Q2	$7.95K	Buy	41 +39	+1,950%	+$6.88K	﹤0.01%	213
2025 Q1	$20.5K	Sell	2 -66	-97%	-$12.5K	0.01%	180
2024 Q4	$12.8K	Buy	+68	New	+$13.5K	0.01%	202

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 $3.38T AUM 44.17% 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

Curio Wealth's MTB Position: Q2 2026 in Review

Curio Wealth sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 43 shares — an estimated $8.89K sold.

Curio Wealth first reported a position in MTB in Q4 2024 and held it in 5 quarters. The position peaked at $20.5K in Q1 2025. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Curio Wealth reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 43 M&T Bank shares in Q2 2026, an estimated $8.89K.
Curio Wealth first reported a position in M&T Bank in Q4 2024 and held it in 5 quarters.
Curio Wealth's M&T Bank position peaked at $20.5K in Q1 2025.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.