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

Diversify 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 		– Sell
-4,699
Closed -$1.01M – 1323
2026
Q1 		$1.01M Buy
+4,699
New +$1.01M 0.02% 595

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

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

Diversify Wealth Management sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 4,699 shares — an estimated $1.01M sold.

Diversify Wealth Management first reported a position in MTB in Q1 2026 and held it in 1 quarter. The position peaked at $1.01M in Q1 2026. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Diversify Wealth Management reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Diversify Wealth Management sold 4,699 M&T Bank shares in Q2 2026, an estimated $1.01M.
  • Diversify Wealth Management first reported a position in M&T Bank in Q1 2026 and held it in 1 quarter.
  • Diversify Wealth Management's M&T Bank position peaked at $1.01M in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.