Focus Partners Wealth
MTB icon

Focus Partners Wealth’s M&T Bank MTB Stock Holding History

Focus Partners 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
Q1 		$9.5M Buy
45,886
+20,190
+79% +$4.35M 0.01% 736
2025
Q4 		$5.18M Buy
25,696
+6,676
+35% +$1.28M 0.01% 928
2025
Q3 		$3.76M Buy
19,020
+242
+1% +$47.5K 0.01% 834
2025
Q2 		$3.64M Sell
18,778
-62
-0.3% -$10.9K 0.01% 764
2025
Q1 		$3.37M Buy
18,840
+692
+4% +$131K 0.01% 738
2024
Q4 		$3.41M Buy
18,148
+14,367
+380% +$2.86M 0.01% 721
2024
Q3 		$674K Buy
+3,781
New +$627K ﹤0.01% 1055
2024
Q2 		– Sell
-1,861
Closed -$271K – 1255
2024
Q1 		$271K Buy
+1,861
New +$258K ﹤0.01% 867

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

Focus Partners Wealth's MTB Position: Q1 2026 in Review

Focus Partners Wealth increased its M&T Bank (MTB) stake by 79% in Q1 2026, buying an estimated $4.35M and bringing the position to 45,886 shares worth $9.5M. The position accounts for 0.01% of the portfolio, ranked #736.

Focus Partners Wealth first reported a position in MTB in Q1 2024 and has held it in 8 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Focus Partners Wealth held 45,886 shares of M&T Bank worth $9.5M as of Q1 2026.
  • Focus Partners Wealth bought 20,190 M&T Bank shares in Q1 2026, an estimated $4.35M.
  • M&T Bank made up 0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #736 holding.
  • Focus Partners Wealth first reported a position in M&T Bank in Q1 2024 and has held it in 8 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.