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Fortitude Advisory Group’s M&T Bank MTB Stock Holding History

Fortitude Advisory Group’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 		$331K Sell
1,392
-72
-5% -$15.7K 0.13% 151
2026
Q1 		$303K Buy
1,464
+55
+4% +$11.8K 0.14% 151
2025
Q4 		$284K Buy
1,409
+4
+0.3% +$764 0.12% 146
2025
Q3 		$278K Buy
1,405
+16
+1% +$3.14K 0.15% 150
2025
Q2 		$269K Sell
1,389
-7
-0.5% -$1.24K 0.15% 153
2025
Q1 		$222K Sell
1,396
-168
-11% -$31.9K 0.16% 156
2024
Q4 		$294K Sell
1,564
-39
-2% -$7.75K 0.18% 126
2024
Q3 		$286K Sell
1,603
-58
-3% -$9.62K 0.18% 132
2024
Q2 		$251K Sell
1,661
-62
-4% -$9.06K 0.15% 148
2024
Q1 		$251K Buy
1,723
+15
+0.9% +$2.08K 0.14% 155
2023
Q4 		$234K Buy
1,708
+4
+0.2% +$503 0.14% 169
2023
Q3 		$215K Buy
1,704
+15
+0.9% +$1.96K 0.15% 163
2023
Q2 		$209K Sell
1,689
-335
-17% -$40.5K 0.15% 175
2023
Q1 		$242K Buy
2,024
+268
+15% +$38.9K 0.19% 154
2022
Q4 		$255K Buy
1,756
+26
+2% +$4.28K 0.22% 140
2022
Q3 		$305K Sell
1,730
-700
-29% -$124K 0.29% 96
2022
Q2 		$387K Sell
2,430
-10
-0.4% -$1.68K 0.35% 79
2022
Q1 		$414K Buy
2,440
+356
+17% +$62.8K 0.22% 84
2021
Q4 		$320K Buy
+2,084
New +$320K 0.16% 122

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

Fortitude Advisory Group's MTB Position: Q2 2026 in Review

Fortitude Advisory Group reduced its M&T Bank (MTB) stake by 4.9% in Q2 2026, selling an estimated $15.7K and leaving 1,392 shares worth $331K. The position accounts for 0.13% of the portfolio, ranked #151.

Fortitude Advisory Group first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $414K in Q1 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Fortitude Advisory Group held 1,392 shares of M&T Bank worth $331K as of Q2 2026.
  • Fortitude Advisory Group sold 72 M&T Bank shares in Q2 2026, an estimated $15.7K.
  • M&T Bank made up 0.13% of Fortitude Advisory Group's portfolio in Q2 2026, its #151 holding.
  • Fortitude Advisory Group first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's M&T Bank position peaked at $414K in Q1 2022.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.