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Fortitude Family Office’s M&T Bank MTB Stock Holding History

Fortitude Family Office’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 		$26.9K Buy
113
+23
+26% +$5.03K 0.01% 451
2026
Q1 		$18.6K Buy
90
+33
+58% +$7.1K ﹤0.01% 450
2025
Q4 		$11.5K Sell
57
-1
-2% -$191 ﹤0.01% 535
2025
Q3 		$11.5K Hold
58
– – ﹤0.01% 521
2025
Q2 		$11.3K Sell
58
-94
-62% -$16.6K ﹤0.01% 515
2025
Q1 		$27.2K Hold
152
– – 0.01% 333
2024
Q4 		$28.6K Hold
152
– – 0.01% 372
2024
Q3 		$27.1K Buy
152
+1
+0.7% +$166 0.01% 353
2024
Q2 		$22.9K Buy
151
+27
+22% +$3.94K 0.01% 282
2024
Q1 		$18K Hold
124
– – 0.01% 295
2023
Q4 		$17K Buy
+124
New +$15.6K 0.01% 326

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 $3.38T AUM 44.17% 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 Family Office's MTB Position: Q2 2026 in Review

Fortitude Family Office increased its M&T Bank (MTB) stake by 26% in Q2 2026, buying an estimated $5.03K and bringing the position to 113 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #451.

Fortitude Family Office first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $28.6K in Q4 2024. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Fortitude Family Office held 113 shares of M&T Bank worth $26.9K as of Q2 2026.
  • Fortitude Family Office bought 23 M&T Bank shares in Q2 2026, an estimated $5.03K.
  • M&T Bank made up 0.01% of Fortitude Family Office's portfolio in Q2 2026, its #451 holding.
  • Fortitude Family Office first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's M&T Bank position peaked at $28.6K in Q4 2024.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.