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Halbert Hargrove Global Advisors’s M&T Bank MTB Stock Holding History

Halbert Hargrove Global 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
Q2 		$450 Buy
+2
New +$437 ﹤0.01% 549
2025
Q4 		– Sell
-42
Closed -$8.3K – 610
2025
Q3 		$8.3K Buy
+42
New +$8.24K ﹤0.01% 350
2025
Q2 		– Sell
-9
Closed -$1.61K – 524
2025
Q1 		$1.61K Buy
+9
New +$1.71K ﹤0.01% 418

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

Halbert Hargrove Global Advisors's MTB Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 2 shares worth $450. The stake represents ﹤0.01% of the portfolio and ranks #549 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in MTB as recently as Q3 2025.

Halbert Hargrove Global Advisors first reported a position in MTB in Q1 2025 and has held it in 3 quarters since. The position peaked at $8.3K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of M&T Bank worth $450 as of Q2 2026.
  • M&T Bank was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • M&T Bank made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #549 holding.
  • Halbert Hargrove Global Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 3 quarters since.
  • Halbert Hargrove Global Advisors's M&T Bank position peaked at $8.3K in Q3 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.