Grant Private Wealth Management’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$563K Buy
2,367
+814
+52% +$178K 0.24% 83
2026
Q1
$321K Buy
1,553
+450
+41% +$96.9K 0.17% 112
2025
Q4
$222K Buy
+1,103
New +$211K 0.13% 124

Other funds holding MTB

Grant Private Wealth Management's MTB Position: Q2 2026 in Review

Grant Private Wealth Management increased its M&T Bank (MTB) stake by 52% in Q2 2026, buying an estimated $178K and bringing the position to 2,367 shares worth $563K. The position accounts for 0.24% of the portfolio, ranked #83.

Grant Private Wealth Management first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Grant Private Wealth Management held 2,367 shares of M&T Bank worth $563K as of Q2 2026.
  • Grant Private Wealth Management bought 814 M&T Bank shares in Q2 2026, an estimated $178K.
  • M&T Bank made up 0.24% of Grant Private Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Grant Private Wealth Management first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • 173 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.