Dakota Wealth Management’s M&T Bank MTB Stock Holding History

Dakota Wealth Management’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	$338K	Buy	1,419 +17	+1%	+$3.72K	0.01%	642
2026 Q1	$290K	Sell	1,402 -16	-1%	-$3.44K	0.01%	658
2025 Q4	$286K	Buy	+1,418	New	+$271K	0.01%	668
2024 Q2	–	Sell	-3,085	Closed	-$449K	–	740
2024 Q1	$449K	Sell	3,085 -16	-0.5%	-$2.22K	0.01%	518
2023 Q4	$425K	Buy	+3,101	New	+$390K	0.02%	449
2019 Q1	–	Sell	-2,197	Closed	-$362K	–	323
2018 Q4	$362K	Hold	2,197	–	–	0.08%	195
2018 Q3	$362K	Buy	2,197 +12	+0.5%	+$2.08K	0.08%	188
2018 Q2	$372K	Buy	+2,185	New	+$392K	0.1%	148

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

Dakota Wealth Management's MTB Position: Q2 2026 in Review

Dakota Wealth Management increased its M&T Bank (MTB) stake by 1.2% in Q2 2026, buying an estimated $3.72K and bringing the position to 1,419 shares worth $338K. The position accounts for 0.01% of the portfolio, ranked #642.

Dakota Wealth Management first reported a position in MTB in Q2 2018 and has held it in 8 quarters since. The position peaked at $449K in Q1 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Dakota Wealth Management held 1,419 shares of M&T Bank worth $338K as of Q2 2026.
Dakota Wealth Management bought 17 M&T Bank shares in Q2 2026, an estimated $3.72K.
M&T Bank made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #642 holding.
Dakota Wealth Management first reported a position in M&T Bank in Q2 2018 and has held it in 8 quarters since.
Dakota Wealth Management's M&T Bank position peaked at $449K in Q1 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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