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Foundations Investment Advisors’s M&T Bank MTB Stock Holding History

Foundations Investment 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 		$1.88M Sell
7,882
-498
-6% -$109K 0.02% 414
2026
Q1 		$1.73M Sell
8,380
-4,238
-34% -$912K 0.02% 403
2025
Q4 		$2.54M Buy
12,618
+11,547
+1,078% +$2.21M 0.03% 310
2025
Q3 		$212K Sell
1,071
-1,328
-55% -$261K ﹤0.01% 978
2025
Q2 		$465K Buy
2,399
+130
+6% +$22.9K 0.01% 601
2025
Q1 		$406K Sell
2,269
-81
-3% -$15.4K 0.01% 629
2024
Q4 		$442K Buy
2,350
+183
+8% +$36.4K 0.01% 563
2024
Q3 		$386K Buy
2,167
+280
+15% +$46.4K 0.01% 577
2024
Q2 		$286K Buy
+1,887
New +$276K 0.01% 621

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

Foundations Investment Advisors's MTB Position: Q2 2026 in Review

Foundations Investment Advisors reduced its M&T Bank (MTB) stake by 5.9% in Q2 2026, selling an estimated $109K and leaving 7,882 shares worth $1.88M. The position accounts for 0.02% of the portfolio, ranked #414.

Foundations Investment Advisors first reported a position in MTB in Q2 2024 and has held it in 9 quarters since. The position peaked at $2.54M in Q4 2025. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Foundations Investment Advisors held 7,882 shares of M&T Bank worth $1.88M as of Q2 2026.
  • Foundations Investment Advisors sold 498 M&T Bank shares in Q2 2026, an estimated $109K.
  • M&T Bank made up 0.02% of Foundations Investment Advisors's portfolio in Q2 2026, its #414 holding.
  • Foundations Investment Advisors first reported a position in M&T Bank in Q2 2024 and has held it in 9 quarters since.
  • Foundations Investment Advisors's M&T Bank position peaked at $2.54M in Q4 2025.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.