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

Dogwood 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	$6.66K	Sell	28 -1	-3%	-$219	﹤0.01%	460
2026 Q1	$6K	Buy	29 +17	+142%	+$3.66K	﹤0.01%	435
2025 Q4	$2.42K	Buy	12 +9	+300%	+$1.72K	﹤0.01%	528
2025 Q3	$593	Buy	3 +1	+50%	+$196	﹤0.01%	634
2025 Q2	$402	Sell	2 -9	-82%	-$1.59K	﹤0.01%	638
2025 Q1	$1.97K	Buy	+11	New	+$2.09K	﹤0.01%	343
2024 Q3	–	Hold	0	–	–	–	414
2024 Q2	–	Hold	0	–	–	–	515
2024 Q1	–	Hold	0	–	–	–	516
2023 Q4	–	Hold	0	–	–	–	489

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 $3.38T AUM 44.17% 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

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

Dogwood Wealth Management reduced its M&T Bank (MTB) stake by 3.4% in Q2 2026, selling an estimated $219 and leaving 28 shares worth $6.66K. The position accounts for ﹤0.01% of the portfolio, ranked #460.

Dogwood Wealth Management first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Dogwood Wealth Management held 28 shares of M&T Bank worth $6.66K as of Q2 2026.
Dogwood Wealth Management sold 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up ﹤0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #460 holding.
Dogwood Wealth Management first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.