EWM
MTB icon

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

Evermay 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 		$35K Hold
147
– – ﹤0.01% 391
2026
Q1 		$30.4K Hold
147
– – ﹤0.01% 351
2025
Q4 		$29.6K Hold
147
– – ﹤0.01% 355
2025
Q3 		$29.1K Hold
147
– – ﹤0.01% 361
2025
Q2 		$28.5K Buy
+147
New +$25.9K ﹤0.01% 363
2024
Q1 		– Sell
-3
Closed -$412 – 693
2023
Q4 		$412 Buy
+3
New +$377 ﹤0.01% 581

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

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

Evermay Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 147 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #391.

Evermay Wealth Management first reported a position in MTB in Q4 2023 and has held it in 6 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Evermay Wealth Management held 147 shares of M&T Bank worth $35K as of Q2 2026.
  • Evermay Wealth Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of Evermay Wealth Management's portfolio in Q2 2026, its #391 holding.
  • Evermay Wealth Management first reported a position in M&T Bank in Q4 2023 and has held it in 6 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.