BPI
MTB icon

BFC Planning, Inc.’s M&T Bank MTB Stock Holding History

BFC Planning, Inc.’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 		$49.5K Hold
208
– – ﹤0.01% 1558
2026
Q1 		$43K Sell
208
-79
-28% -$17K ﹤0.01% 1396
2025
Q4 		$57.8K Buy
287
+108
+60% +$20.6K ﹤0.01% 1304
2025
Q3 		$35.4K Hold
179
– – ﹤0.01% 1321
2025
Q2 		$34.7K Hold
179
– – ﹤0.01% 1273
2025
Q1 		$32K Buy
179
+5
+3% +$948 ﹤0.01% 1272
2024
Q4 		$32.7K Buy
+174
New +$34.6K ﹤0.01% 1270

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 $1.92T AUM 36.1% 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

BFC Planning, Inc.'s MTB Position: Q2 2026 in Review

BFC Planning, Inc. held its M&T Bank (MTB) position steady in Q2 2026 at 208 shares worth $49.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1558.

BFC Planning, Inc. first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $57.8K in Q4 2025. 1,166 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • BFC Planning, Inc. held 208 shares of M&T Bank worth $49.5K as of Q2 2026.
  • BFC Planning, Inc. left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1558 holding.
  • BFC Planning, Inc. first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s M&T Bank position peaked at $57.8K in Q4 2025.
  • 1,166 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.