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

Glass Jacobson 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
Q1 		$10.3K Hold
50
– – ﹤0.01% 461
2025
Q4 		$10.1K Hold
50
– – ﹤0.01% 450
2025
Q3 		$9.88K Hold
50
– – ﹤0.01% 450
2025
Q2 		$9.7K Hold
50
– – ﹤0.01% 429
2025
Q1 		$9.4K Hold
50
– – ﹤0.01% 604
2024
Q4 		$9.4K Sell
50
-46
-48% -$9.14K ﹤0.01% 604
2024
Q3 		$17.1K Hold
96
– – 0.01% 510
2024
Q2 		$14.5K Buy
+96
New +$14K 0.01% 518
2023
Q3 		– Sell
-107
Closed -$13.2K – 822
2023
Q2 		$13.2K Buy
+107
New +$12.9K 0.01% 475
2022
Q4 		$15.5K Buy
+107
New +$17.6K 0.01% 462

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

Glass Jacobson Investment Advisors's MTB Position: Q1 2026 in Review

Glass Jacobson Investment Advisors held its M&T Bank (MTB) position steady in Q1 2026 at 50 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #461.

Glass Jacobson Investment Advisors first reported a position in MTB in Q4 2022 and has held it in 10 quarters since. The position peaked at $17.1K in Q3 2024. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Glass Jacobson Investment Advisors held 50 shares of M&T Bank worth $10.3K as of Q1 2026.
  • Glass Jacobson Investment Advisors left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up ﹤0.01% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #461 holding.
  • Glass Jacobson Investment Advisors first reported a position in M&T Bank in Q4 2022 and has held it in 10 quarters since.
  • Glass Jacobson Investment Advisors's M&T Bank position peaked at $17.1K in Q3 2024.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.