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Daymark Wealth Partners’s M&T Bank MTB Stock Holding History

Daymark Wealth Partners’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 		$5.99M Sell
25,185
-614
-2% -$134K 0.15% 117
2026
Q1 		$5.33M Buy
25,799
+262
+1% +$56.4K 0.17% 110
2025
Q4 		$5.15M Buy
25,537
+100
+0.4% +$19.1K 0.16% 110
2025
Q3 		$5.03M Buy
25,437
+108
+0.4% +$21.2K 0.17% 110
2025
Q2 		$4.91M Buy
25,329
+574
+2% +$101K 0.19% 100
2025
Q1 		$4.43M Sell
24,755
-432
-2% -$81.9K 0.19% 105
2024
Q4 		$4.74M Sell
25,187
-1,945
-7% -$387K 0.2% 97
2024
Q3 		$4.83M Sell
27,132
-566
-2% -$93.9K 0.2% 100
2024
Q2 		$4.19M Buy
27,698
+12,538
+83% +$1.83M 0.19% 101
2024
Q1 		$2.2M Hold
15,160
– – 0.12% 126
2023
Q4 		$2.08M Buy
15,160
+245
+2% +$30.8K 0.13% 127
2023
Q3 		$1.89M Buy
14,915
+2,990
+25% +$390K 0.13% 125
2023
Q2 		$1.48M Buy
11,925
+8,638
+263% +$1.05M 0.11% 139
2023
Q1 		$393K Sell
3,287
-15
-0.5% -$2.18K 0.05% 205
2022
Q4 		$479K Buy
+3,302
New +$543K 0.08% 152

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

Daymark Wealth Partners's MTB Position: Q2 2026 in Review

Daymark Wealth Partners reduced its M&T Bank (MTB) stake by 2.4% in Q2 2026, selling an estimated $134K and leaving 25,185 shares worth $5.99M. The position accounts for 0.15% of the portfolio, ranked #117.

Daymark Wealth Partners first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Daymark Wealth Partners held 25,185 shares of M&T Bank worth $5.99M as of Q2 2026.
  • Daymark Wealth Partners sold 614 M&T Bank shares in Q2 2026, an estimated $134K.
  • M&T Bank made up 0.15% of Daymark Wealth Partners's portfolio in Q2 2026, its #117 holding.
  • Daymark Wealth Partners first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.