Emergent Wealth Advisors’s M&T Bank MTB Stock Holding History

Emergent Wealth 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	$923K	Buy	3,879 +13	+0.3%	+$2.84K	0.48%	40
2026 Q1	$799K	Buy	3,866 +15	+0.4%	+$3.23K	0.47%	37
2025 Q4	$776K	Buy	3,851 +16	+0.4%	+$3.06K	0.44%	49
2025 Q3	$758K	Buy	3,835 +15	+0.4%	+$2.94K	0.44%	43
2025 Q2	$741K	Buy	3,820 +14	+0.4%	+$2.47K	0.47%	43
2025 Q1	$680K	Buy	3,806 +16	+0.4%	+$3.04K	0.49%	40
2024 Q4	$713K	Buy	3,790 +14	+0.4%	+$2.78K	0.52%	40
2024 Q3	$673K	Buy	3,776 +15	+0.4%	+$2.49K	0.5%	40
2024 Q2	$569K	Buy	3,761 +36	+1%	+$5.26K	0.46%	44
2024 Q1	$542K	Buy	3,725 +18	+0.5%	+$2.49K	0.47%	40
2023 Q4	$508K	Buy	+3,707	New	+$466K	0.47%	40

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 $3.37T AUM 44.26% 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

Emergent Wealth Advisors's MTB Position: Q2 2026 in Review

Emergent Wealth Advisors increased its M&T Bank (MTB) stake by 0.34% in Q2 2026, buying an estimated $2.84K and bringing the position to 3,879 shares worth $923K. The position accounts for 0.48% of the portfolio, ranked #40.

Emergent Wealth Advisors first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Emergent Wealth Advisors held 3,879 shares of M&T Bank worth $923K as of Q2 2026.
Emergent Wealth Advisors bought 13 M&T Bank shares in Q2 2026, an estimated $2.84K.
M&T Bank made up 0.48% of Emergent Wealth Advisors's portfolio in Q2 2026, its #40 holding.
Emergent Wealth Advisors first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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