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Evergreen Wealth Solutions’s M&T Bank MTB Stock Holding History

Evergreen Wealth 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 		$1.35M Buy
5,340
+929
+21% +$203K 0.07% 171
2026
Q1 		$912K Sell
4,411
-78
-2% -$16.8K 0.06% 172
2025
Q4 		$904K Buy
4,489
+3
+0.1% +$573 0.13% 82
2025
Q3 		$887K Sell
4,486
-42
-0.9% -$8.24K 0.5% 38
2025
Q2 		$878K Sell
4,528
-30
-0.7% -$5.29K 0.53% 38
2025
Q1 		$815K Sell
4,558
-145
-3% -$27.5K 0.55% 34
2024
Q4 		$884K Sell
4,703
-368
-7% -$73.2K 0.62% 33
2024
Q3 		$903K Sell
5,071
-298
-6% -$49.4K 0.61% 28
2024
Q2 		$813K Sell
5,369
-394
-7% -$57.6K 0.58% 34
2024
Q1 		$838K Buy
5,763
+1,643
+40% +$228K 0.62% 37
2023
Q4 		$565K Sell
4,120
-2,240
-35% -$281K 0.48% 51
2023
Q3 		$804K Buy
+6,360
New +$830K 0.81% 36

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

Evergreen Wealth Solutions's MTB Position: Q2 2026 in Review

Evergreen Wealth Solutions increased its M&T Bank (MTB) stake by 21% in Q2 2026, buying an estimated $203K and bringing the position to 5,340 shares worth $1.35M. The position accounts for 0.07% of the portfolio, ranked #171.

Evergreen Wealth Solutions first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Evergreen Wealth Solutions held 5,340 shares of M&T Bank worth $1.35M as of Q2 2026.
  • Evergreen Wealth Solutions bought 929 M&T Bank shares in Q2 2026, an estimated $203K.
  • M&T Bank made up 0.07% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #171 holding.
  • Evergreen Wealth Solutions first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.