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Godfrey Financial Associates’s M&T Bank MTB Stock Holding History

Godfrey Financial Associates’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 		$18.6K Hold
90
– – 0.02% 342
2025
Q4 		$18.1K Buy
+90
New +$17.2K 0.02% 334

Other funds holding MTB

Fidelity Investments
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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

Godfrey Financial Associates's MTB Position: Q1 2026 in Review

Godfrey Financial Associates held its M&T Bank (MTB) position steady in Q1 2026 at 90 shares worth $18.6K. The position accounts for 0.02% of the portfolio, ranked #342.

Godfrey Financial Associates first reported a position in MTB in Q4 2025 and has held it in 2 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Godfrey Financial Associates held 90 shares of M&T Bank worth $18.6K as of Q1 2026.
  • Godfrey Financial Associates left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up 0.02% of Godfrey Financial Associates's portfolio in Q1 2026, its #342 holding.
  • Godfrey Financial Associates first reported a position in M&T Bank in Q4 2025 and has held it in 2 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Godfrey Financial Associates's 13F filing for Q1 2026, filed 12 May 2026.