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

Dopkins 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 		$917K Sell
3,851
-2,220
-37% -$485K 0.33% 45
2026
Q1 		$1.26M Buy
6,071
+2,214
+57% +$477K 0.5% 36
2025
Q4 		$777K Sell
3,857
-265
-6% -$50.6K 0.32% 44
2025
Q3 		$815K Buy
4,122
+83
+2% +$16.3K 0.34% 43
2025
Q2 		$783K Sell
4,039
-2,198
-35% -$388K 0.35% 44
2025
Q1 		$1.11M Buy
6,237
+273
+5% +$51.8K 0.57% 34
2024
Q4 		$1.12M Buy
5,964
+4,800
+412% +$954K 0.57% 35
2024
Q3 		$207K Sell
1,164
-1,433
-55% -$238K 0.17% 61
2024
Q2 		$393K Sell
2,597
-2,347
-47% -$343K 0.24% 51
2024
Q1 		$719K Buy
4,944
+11
+0.2% +$1.52K 0.43% 31
2023
Q4 		$676K Buy
4,933
+11
+0.2% +$1.38K 0.53% 25
2023
Q3 		$622K Buy
4,922
+1,004
+26% +$131K 0.47% 28
2023
Q2 		$485K Buy
3,918
+62
+2% +$7.5K 0.43% 23
2023
Q1 		$461K Buy
+3,856
New +$560K 0.43% 24
2022
Q4 		– Sell
-1,273
Closed -$224K – 45
2022
Q3 		$224K Sell
1,273
-1,564
-55% -$277K 0.25% 38
2022
Q2 		$452K Buy
2,837
+7
+0.2% +$1.18K 0.49% 21
2022
Q1 		$480K Sell
2,830
-62
-2% -$10.9K 0.52% 22
2021
Q4 		$444K Buy
+2,892
New +$444K 0.44% 24

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

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

Dopkins Wealth Management reduced its M&T Bank (MTB) stake by 37% in Q2 2026, selling an estimated $485K and leaving 3,851 shares worth $917K. The position accounts for 0.33% of the portfolio, ranked #45.

Dopkins Wealth Management first reported a position in MTB in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.26M in Q1 2026. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Dopkins Wealth Management held 3,851 shares of M&T Bank worth $917K as of Q2 2026.
  • Dopkins Wealth Management sold 2,220 M&T Bank shares in Q2 2026, an estimated $485K.
  • M&T Bank made up 0.33% of Dopkins Wealth Management's portfolio in Q2 2026, its #45 holding.
  • Dopkins Wealth Management first reported a position in M&T Bank in Q4 2021 and has held it in 18 quarters since.
  • Dopkins Wealth Management's M&T Bank position peaked at $1.26M in Q1 2026.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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