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Golden State Wealth Management’s M&T Bank MTB Stock Holding History

Golden State Wealth 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 		$99K Sell
416
-7
-2% -$1.53K 0.01% 578
2026
Q1 		$87.4K Buy
423
+261
+161% +$56.2K 0.01% 553
2025
Q4 		$32.6K Hold
162
– – ﹤0.01% 794
2025
Q3 		$32K Hold
162
– – ﹤0.01% 790
2025
Q2 		$31.4K Buy
162
+155
+2,214% +$27.3K ﹤0.01% 757
2025
Q1 		$1.25K Buy
+7
New +$1.33K ﹤0.01% 1392
2020
Q2 		– Sell
-47
Closed -$5K – 677
2020
Q1 		$5K Buy
+47
New +$6.92K ﹤0.01% 745

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

Golden State Wealth Management's MTB Position: Q2 2026 in Review

Golden State Wealth Management reduced its M&T Bank (MTB) stake by 1.7% in Q2 2026, selling an estimated $1.53K and leaving 416 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #578.

Golden State Wealth Management first reported a position in MTB in Q1 2020 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Golden State Wealth Management held 416 shares of M&T Bank worth $99K as of Q2 2026.
  • Golden State Wealth Management sold 7 M&T Bank shares in Q2 2026, an estimated $1.53K.
  • M&T Bank made up 0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #578 holding.
  • Golden State Wealth Management first reported a position in M&T Bank in Q1 2020 and has held it in 7 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.