Envestnet Portfolio Solutions
MTB icon

Envestnet Portfolio Solutions’s M&T Bank MTB Stock Holding History

Envestnet Portfolio Solutions’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 		$760K Buy
3,192
+188
+6% +$41.1K ﹤0.01% 817
2026
Q1 		$621K Buy
3,004
+642
+27% +$138K ﹤0.01% 805
2025
Q4 		$476K Buy
2,362
+231
+11% +$44.1K ﹤0.01% 1083
2025
Q3 		$421K Sell
2,131
-882
-29% -$173K ﹤0.01% 1092
2025
Q2 		$584K Sell
3,013
-237
-7% -$41.8K ﹤0.01% 1028
2025
Q1 		$581K Buy
3,250
+118
+4% +$22.4K ﹤0.01% 985
2024
Q4 		$589K Sell
3,132
-352
-10% -$70K ﹤0.01% 1159
2024
Q3 		$621K Sell
3,484
-174
-5% -$28.9K ﹤0.01% 1084
2024
Q2 		$554K Sell
3,658
-813
-18% -$119K ﹤0.01% 1096
2024
Q1 		$650K Buy
4,471
+535
+14% +$74.1K ﹤0.01% 1007
2023
Q4 		$539K Sell
3,936
-928
-19% -$117K ﹤0.01% 1015
2023
Q3 		$615K Buy
+4,864
New +$634K ﹤0.01% 901

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 $3.38T AUM 44.17% 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

Envestnet Portfolio Solutions's MTB Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its M&T Bank (MTB) stake by 6.3% in Q2 2026, buying an estimated $41.1K and bringing the position to 3,192 shares worth $760K. The position accounts for ﹤0.01% of the portfolio, ranked #817.

Envestnet Portfolio Solutions first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Envestnet Portfolio Solutions held 3,192 shares of M&T Bank worth $760K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 188 M&T Bank shares in Q2 2026, an estimated $41.1K.
  • M&T Bank made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #817 holding.
  • Envestnet Portfolio Solutions first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.