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Flagship Wealth Advisors’s M&T Bank MTB Stock Holding History

Flagship Wealth 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 		$254K Buy
+1,069
New +$234K 0.06% 133
2026
Q1 		– Sell
-1,069
Closed -$215K – 387
2025
Q4 		$215K Hold
1,069
– – 0.06% 121
2025
Q3 		$211K Buy
+1,069
New +$210K 0.07% 117

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

Flagship Wealth Advisors's MTB Position: Q2 2026 in Review

Flagship Wealth Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 1,069 shares worth $254K. The stake represents 0.06% of the portfolio and ranks #133 among its holdings. This is a return to the name: Flagship Wealth Advisors previously reported a position in MTB as recently as Q4 2025.

Flagship Wealth Advisors first reported a position in MTB in Q3 2025 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Flagship Wealth Advisors held 1,069 shares of M&T Bank worth $254K as of Q2 2026.
  • M&T Bank was a new Flagship Wealth Advisors position in Q2 2026.
  • M&T Bank made up 0.06% of Flagship Wealth Advisors's portfolio in Q2 2026, its #133 holding.
  • Flagship Wealth Advisors first reported a position in M&T Bank in Q3 2025 and has held it in 3 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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