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DHJJ Financial Advisors’s M&T Bank MTB Stock Holding History

DHJJ Financial 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 		$477 Hold
2
– – ﹤0.01% 909
2026
Q1 		$414 Hold
2
– – ﹤0.01% 913
2025
Q4 		$403 Hold
2
– – ﹤0.01% 877
2025
Q3 		$396 Hold
2
– – ﹤0.01% 850
2025
Q2 		$388 Hold
2
– – ﹤0.01% 828
2025
Q1 		$358 Hold
2
– – ﹤0.01% 786
2024
Q4 		$377 Hold
2
– – ﹤0.01% 752
2024
Q3 		$357 Hold
2
– – ﹤0.01% 736
2024
Q2 		$303 Hold
2
– – ﹤0.01% 704
2024
Q1 		$291 Hold
2
– – ﹤0.01% 697
2023
Q4 		$275 Hold
2
– – ﹤0.01% 687
2023
Q3 		$253 Buy
+2
New +$261 ﹤0.01% 689

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 $3.38T AUM 44.17% 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

DHJJ Financial Advisors's MTB Position: Q2 2026 in Review

DHJJ Financial Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 2 shares worth $477. The position accounts for ﹤0.01% of the portfolio, ranked #909.

DHJJ Financial Advisors first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • DHJJ Financial Advisors held 2 shares of M&T Bank worth $477 as of Q2 2026.
  • DHJJ Financial Advisors left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #909 holding.
  • DHJJ Financial Advisors first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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