Fiducient Advisors’s M&T Bank MTB Stock Holding History

Fiducient Advisors’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	$421K	Hold	1,770	–	–	0.06%	107
2026 Q1	$366K	Hold	1,770	–	–	0.05%	108
2025 Q4	$357K	Sell	1,770 -100	-5%	-$19.1K	0.04%	132
2025 Q3	$370K	Hold	1,870	–	–	0.04%	111
2025 Q2	$363K	Sell	1,870 -4,469	-71%	-$789K	0.04%	111
2025 Q1	$1.13M	Buy	6,339 +4,369	+222%	+$829K	0.14%	73
2024 Q4	$370K	Hold	1,970	–	–	0.05%	108
2024 Q3	$351K	Sell	1,970 -200	-9%	-$33.2K	0.04%	109
2024 Q2	$328K	Buy	+2,170	New	+$317K	0.05%	109
2023 Q1	–	Sell	-1,770	Closed	-$257K	–	124
2022 Q4	$257K	Hold	1,770	–	–	0.08%	156
2022 Q3	$312K	Sell	1,770 -3,540	-67%	-$626K	0.15%	43
2022 Q2	$846K	Buy	+5,310	New	+$892K	0.32%	33

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

Fiducient Advisors's MTB Position: Q2 2026 in Review

Fiducient Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 1,770 shares worth $421K. The position accounts for 0.06% of the portfolio, ranked #107.

Fiducient Advisors first reported a position in MTB in Q2 2022 and has held it in 12 quarters since. The position peaked at $1.13M in Q1 2025. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Fiducient Advisors held 1,770 shares of M&T Bank worth $421K as of Q2 2026.
Fiducient Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.06% of Fiducient Advisors's portfolio in Q2 2026, its #107 holding.
Fiducient Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 12 quarters since.
Fiducient Advisors's M&T Bank position peaked at $1.13M in Q1 2025.
1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.