Evolve Private Wealth’s M&T Bank MTB Stock Holding History

Evolve Private Wealth’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	–	Sell	-1,675	Closed	-$346K	–	1158
2026 Q1	$346K	Buy	1,675 +92	+6%	+$19.8K	0.02%	718
2025 Q4	$319K	Buy	+1,583	New	+$302K	0.02%	702

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's MTB Position: Q2 2026 in Review

Evolve Private Wealth sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 1,675 shares — an estimated $346K sold.

Evolve Private Wealth first reported a position in MTB in Q4 2025 and held it in 2 quarters. The position peaked at $346K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Evolve Private Wealth reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Evolve Private Wealth sold 1,675 M&T Bank shares in Q2 2026, an estimated $346K.
Evolve Private Wealth first reported a position in M&T Bank in Q4 2025 and held it in 2 quarters.
Evolve Private Wealth's M&T Bank position peaked at $346K in Q1 2026.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.