Fiduciary Alliance’s M&T Bank MTB Stock Holding History

Fiduciary Alliance’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	$3.17M	Sell	13,318 -1,977	-13%	-$432K	0.21%	129
2026 Q1	$3.32M	Sell	15,295 -4,478	-23%	-$964K	0.2%	125
2025 Q4	$3.98M	Sell	19,773 -5,423	-22%	-$1.04M	0.26%	90
2025 Q3	$4.98M	Sell	25,196 -709	-3%	-$139K	0.33%	74
2025 Q2	$5.03M	Buy	25,905 +462	+2%	+$81.5K	0.37%	67
2025 Q1	$4.55M	Sell	25,443 -548	-2%	-$104K	0.45%	60
2024 Q4	$4.89M	Buy	25,991 +2,086	+9%	+$415K	0.49%	57
2024 Q3	$4.26M	Buy	23,905 +2,247	+10%	+$373K	0.56%	50
2024 Q2	$3.29M	Sell	21,658 -390	-2%	-$57K	0.53%	54
2024 Q1	$3.16M	Buy	+22,048	New	+$3.05M	0.56%	53
2023 Q3	–	Sell	-91	Closed	-$11.3K	–	648
2023 Q2	$11.3K	Buy	+91	New	+$11K	﹤0.01%	538

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

Fiduciary Alliance's MTB Position: Q2 2026 in Review

Fiduciary Alliance reduced its M&T Bank (MTB) stake by 13% in Q2 2026, selling an estimated $432K and leaving 13,318 shares worth $3.17M. The position accounts for 0.21% of the portfolio, ranked #129.

Fiduciary Alliance first reported a position in MTB in Q2 2023 and has held it in 11 quarters since. The position peaked at $5.03M in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Fiduciary Alliance held 13,318 shares of M&T Bank worth $3.17M as of Q2 2026.
Fiduciary Alliance sold 1,977 M&T Bank shares in Q2 2026, an estimated $432K.
M&T Bank made up 0.21% of Fiduciary Alliance's portfolio in Q2 2026, its #129 holding.
Fiduciary Alliance first reported a position in M&T Bank in Q2 2023 and has held it in 11 quarters since.
Fiduciary Alliance's M&T Bank position peaked at $5.03M in Q2 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.