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GeoWealth Management’s M&T Bank MTB Stock Holding History

GeoWealth Management’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 		$593K Buy
2,492
+496
+25% +$108K 0.02% 464
2026
Q1 		$413K Sell
1,996
-274
-12% -$59K 0.01% 511
2025
Q4 		$457K Buy
2,270
+663
+41% +$127K 0.02% 467
2025
Q3 		$318K Buy
1,607
+68
+4% +$13.3K 0.01% 569
2025
Q2 		$299K Sell
1,539
-16
-1% -$2.82K 0.01% 542
2025
Q1 		$278K Sell
1,555
-402
-21% -$76.2K 0.01% 574
2024
Q4 		$368K Sell
1,957
-128
-6% -$25.4K 0.01% 561
2024
Q3 		$371K Sell
2,085
-133
-6% -$22.1K 0.01% 540
2024
Q2 		$336K Buy
2,218
+103
+5% +$15K 0.01% 548
2024
Q1 		$308K Buy
2,115
+35
+2% +$4.85K 0.01% 567
2023
Q4 		$285K Buy
+2,080
New +$261K 0.02% 425

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

GeoWealth Management's MTB Position: Q2 2026 in Review

GeoWealth Management increased its M&T Bank (MTB) stake by 25% in Q2 2026, buying an estimated $108K and bringing the position to 2,492 shares worth $593K. The position accounts for 0.02% of the portfolio, ranked #464.

GeoWealth Management first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • GeoWealth Management held 2,492 shares of M&T Bank worth $593K as of Q2 2026.
  • GeoWealth Management bought 496 M&T Bank shares in Q2 2026, an estimated $108K.
  • M&T Bank made up 0.02% of GeoWealth Management's portfolio in Q2 2026, its #464 holding.
  • GeoWealth Management first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.