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Ellevest Inc’s M&T Bank MTB Stock Holding History

Ellevest Inc’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 		$539K Buy
2,266
+258
+13% +$56.4K 0.06% 240
2026
Q1 		$415K Buy
2,008
+115
+6% +$24.8K 0.06% 270
2025
Q4 		$381K Sell
1,893
-344
-15% -$65.7K 0.05% 275
2025
Q3 		$442K Buy
2,237
+454
+25% +$89.1K 0.06% 246
2025
Q2 		$346K Buy
1,783
+288
+19% +$50.8K 0.06% 275
2025
Q1 		$267K Buy
1,495
+67
+5% +$12.7K 0.02% 316
2024
Q4 		$268K Buy
+1,428
New +$284K 0.02% 335
2023
Q3 		– Sell
-1,973
Closed -$244K – 373
2023
Q2 		$244K Buy
1,973
+483
+32% +$58.4K 0.02% 304
2023
Q1 		$178K Buy
1,490
+337
+29% +$48.9K 0.01% 336
2022
Q4 		$167K Sell
1,153
-528
-31% -$86.8K 0.01% 334
2022
Q3 		$296K Buy
1,681
+165
+11% +$29.2K 0.03% 185
2022
Q2 		$242K Buy
1,516
+635
+72% +$107K 0.02% 244
2022
Q1 		$149K Buy
881
+418
+90% +$73.7K 0.01% 354
2021
Q4 		$71K Buy
463
+409
+757% +$62.8K 0.01% 446
2021
Q3 		$8K Sell
54
-88
-62% -$12.2K ﹤0.01% 868
2021
Q2 		$21K Buy
142
+61
+75% +$9.53K ﹤0.01% 636
2021
Q1 		$12K Buy
81
+32
+65% +$4.72K ﹤0.01% 756
2020
Q4 		$6K Sell
49
-86
-64% -$9.79K ﹤0.01% 813
2020
Q3 		$12K Sell
135
-6
-4% -$613 ﹤0.01% 617
2020
Q2 		$15K Buy
141
+6
+4% +$633 ﹤0.01% 535
2020
Q1 		$14K Sell
135
-3
-2% -$441 ﹤0.01% 492
2019
Q4 		$23K Buy
138
+135
+4,500% +$21.9K 0.01% 392
2019
Q3 		$0 Buy
+3
New +$472 ﹤0.01% 565

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

Ellevest Inc's MTB Position: Q2 2026 in Review

Ellevest Inc increased its M&T Bank (MTB) stake by 13% in Q2 2026, buying an estimated $56.4K and bringing the position to 2,266 shares worth $539K. The position accounts for 0.06% of the portfolio, ranked #240.

Ellevest Inc first reported a position in MTB in Q3 2019 and has held it in 23 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Ellevest Inc held 2,266 shares of M&T Bank worth $539K as of Q2 2026.
  • Ellevest Inc bought 258 M&T Bank shares in Q2 2026, an estimated $56.4K.
  • M&T Bank made up 0.06% of Ellevest Inc's portfolio in Q2 2026, its #240 holding.
  • Ellevest Inc first reported a position in M&T Bank in Q3 2019 and has held it in 23 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Ellevest Inc's 13F filing for Q2 2026, filed 10 Aug 2026.