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Frederick Financial Consultants’s M&T Bank MTB Stock Holding History

Frederick Financial Consultants’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 		$251K Sell
1,214
-20
-2% -$4.3K 0.12% 92
2025
Q4 		$249K Sell
1,234
-9
-0.7% -$1.72K 0.14% 93
2025
Q3 		$246K Buy
1,243
+4
+0.3% +$785 0.14% 93
2025
Q2 		$240K Buy
1,239
+22
+2% +$3.88K 0.15% 90
2025
Q1 		$218K Buy
1,217
+29
+2% +$5.5K 0.16% 86
2024
Q4 		$223K Buy
+1,188
New +$236K 0.18% 78

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

Frederick Financial Consultants's MTB Position: Q1 2026 in Review

Frederick Financial Consultants reduced its M&T Bank (MTB) stake by 1.6% in Q1 2026, selling an estimated $4.3K and leaving 1,214 shares worth $251K. The position accounts for 0.12% of the portfolio, ranked #92.

Frederick Financial Consultants first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Frederick Financial Consultants held 1,214 shares of M&T Bank worth $251K as of Q1 2026.
  • Frederick Financial Consultants sold 20 M&T Bank shares in Q1 2026, an estimated $4.3K.
  • M&T Bank made up 0.12% of Frederick Financial Consultants's portfolio in Q1 2026, its #92 holding.
  • Frederick Financial Consultants first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.