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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Flagship Wealth Advisors's MTB Position: Q1 2026 in Review

Flagship Wealth Advisors sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,069 shares — an estimated $215K sold.

Flagship Wealth Advisors first reported a position in MTB in Q3 2025 and held it in 2 quarters. The position peaked at $215K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Flagship Wealth Advisors reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Flagship Wealth Advisors sold 1,069 M&T Bank shares in Q1 2026, an estimated $215K.
  • Flagship Wealth Advisors first reported a position in M&T Bank in Q3 2025 and held it in 2 quarters.
  • Flagship Wealth Advisors's M&T Bank position peaked at $215K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Flagship Wealth Advisors's 13F filing for Q1 2026, filed 1 Jun 2026.