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Great Valley Advisor Group’s M&T Bank MTB Stock Holding History

Great Valley Advisor Group’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 		$783K Buy
3,288
+3
+0.1% +$656 0.01% 596
2026
Q1 		$679K Sell
3,285
-33
-1% -$7.1K 0.01% 593
2025
Q4 		$669K Sell
3,318
-84
-2% -$16K 0.01% 561
2025
Q3 		$673K Buy
3,402
+17
+0.5% +$3.34K 0.01% 566
2025
Q2 		$657K Buy
3,385
+5
+0.1% +$882 0.01% 535
2025
Q1 		$605K Buy
3,380
+37
+1% +$7.02K 0.01% 548
2024
Q4 		$629K Sell
3,343
-122
-4% -$24.3K 0.01% 533
2024
Q3 		$618K Buy
3,465
+252
+8% +$41.8K 0.02% 515
2024
Q2 		$486K Sell
3,213
-4
-0.1% -$584 0.01% 535
2024
Q1 		$468K Buy
3,217
+153
+5% +$21.2K 0.01% 511
2023
Q4 		$420K Buy
3,064
+7
+0.2% +$880 0.01% 496
2023
Q3 		$387K Sell
3,057
-35
-1% -$4.57K 0.02% 494
2023
Q2 		$383K Sell
3,092
-25
-0.8% -$3.02K 0.02% 502
2023
Q1 		$373K Sell
3,117
-18
-0.6% -$2.61K 0.02% 483
2022
Q4 		$455K Sell
3,135
-3,717
-54% -$611K 0.02% 462
2022
Q3 		$1.21M Sell
6,852
-3,668
-35% -$649K 0.07% 273
2022
Q2 		$1.68M Buy
10,520
+120
+1% +$20.2K 0.09% 217
2022
Q1 		$1.76M Hold
10,400
– – 0.1% 207
2021
Q4 		$1.6M Buy
10,400
+7,399
+247% +$1.14M 0.1% 211
2021
Q3 		$448K Hold
3,001
– – 0.03% 385
2021
Q2 		$436K Hold
3,001
– – 0.03% 382
2021
Q1 		$455K Hold
3,001
– – 0.04% 323
2020
Q4 		$382K Sell
3,001
-57
-2% -$6.49K 0.04% 328
2020
Q3 		$282K Sell
3,058
-7
-0.2% -$716 0.03% 343
2020
Q2 		$319K Buy
3,065
+8
+0.3% +$845 0.05% 305
2020
Q1 		$316K Hold
3,057
– – 0.08% 231
2019
Q4 		$519K Hold
3,057
– – 0.12% 199
2019
Q3 		$483K Hold
3,057
– – 0.12% 198
2019
Q2 		$520K Hold
3,057
– – 0.13% 186
2019
Q1 		$480K Hold
3,057
– – 0.15% 161
2018
Q4 		$438K Buy
+3,057
New +$489K 0.16% 124

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

Great Valley Advisor Group's MTB Position: Q2 2026 in Review

Great Valley Advisor Group increased its M&T Bank (MTB) stake by 0.09% in Q2 2026, buying an estimated $656 and bringing the position to 3,288 shares worth $783K. The position accounts for 0.01% of the portfolio, ranked #596.

Great Valley Advisor Group first reported a position in MTB in Q4 2018 and has held it in 31 quarters since. The position peaked at $1.76M in Q1 2022. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Great Valley Advisor Group held 3,288 shares of M&T Bank worth $783K as of Q2 2026.
  • Great Valley Advisor Group bought 3 M&T Bank shares in Q2 2026, an estimated $656.
  • M&T Bank made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #596 holding.
  • Great Valley Advisor Group first reported a position in M&T Bank in Q4 2018 and has held it in 31 quarters since.
  • Great Valley Advisor Group's M&T Bank position peaked at $1.76M in Q1 2022.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.