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

Daner 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 		$339K Buy
1,339
+9
+0.7% +$1.97K 0.18% 60
2026
Q1 		$278K Buy
1,330
+9
+0.7% +$1.94K 0.16% 67
2025
Q4 		$312K Buy
1,321
+10
+0.8% +$1.91K 0.19% 69
2025
Q3 		$237K Buy
1,311
+10
+0.8% +$1.96K 0.15% 85
2025
Q2 		$249K Buy
+1,301
New +$230K 0.17% 60
2024
Q4 		$259K Buy
+1,282
New +$255K 0.19% 51

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

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

Daner Wealth Management increased its M&T Bank (MTB) stake by 0.68% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,339 shares worth $339K. The position accounts for 0.18% of the portfolio, ranked #60.

Daner Wealth Management first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Daner Wealth Management held 1,339 shares of M&T Bank worth $339K as of Q2 2026.
  • Daner Wealth Management bought 9 M&T Bank shares in Q2 2026, an estimated $1.97K.
  • M&T Bank made up 0.18% of Daner Wealth Management's portfolio in Q2 2026, its #60 holding.
  • Daner Wealth Management first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Daner Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.