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Harbor Investment Advisory’s M&T Bank MTB Stock Holding History

Harbor Investment Advisory’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 		$76.2K Hold
320
– – 0.01% 637
2026
Q1 		$66.2K Sell
320
-65
-17% -$14K 0.01% 574
2025
Q4 		$77.6K Buy
385
+25
+7% +$4.78K 0.01% 565
2025
Q3 		$71.1K Buy
360
+29
+9% +$5.69K 0.01% 569
2025
Q2 		$64.2K Hold
331
– – 0.01% 582
2025
Q1 		$59.2K Buy
331
+14
+4% +$2.65K 0.01% 570
2024
Q4 		$59.6K Buy
317
+20
+7% +$3.98K 0.01% 562
2024
Q3 		$52.9K Sell
297
-2
-0.7% -$332 0.01% 584
2024
Q2 		$45.3K Buy
299
+2
+0.7% +$292 ﹤0.01% 599
2024
Q1 		$43.2K Sell
297
-28
-9% -$3.88K ﹤0.01% 609
2023
Q4 		$44.6K Hold
325
– – 0.01% 589
2023
Q3 		$41.1K Sell
325
-30
-8% -$3.91K 0.01% 578
2023
Q2 		$43.9K Hold
355
– – 0.01% 748
2023
Q1 		$42.4K Sell
355
-26
-7% -$3.77K 0.01% 751
2022
Q4 		$55.3K Buy
381
+13
+4% +$2.14K 0.01% 671
2022
Q3 		$65K Hold
368
– – 0.01% 598
2022
Q2 		$59K Buy
368
+22
+6% +$3.7K 0.01% 654
2022
Q1 		$59K Hold
346
– – 0.01% 698
2021
Q4 		$53K Sell
346
-25
-7% -$3.84K 0.01% 727
2021
Q3 		$55K Buy
371
+25
+7% +$3.46K 0.01% 720
2021
Q2 		$50K Hold
346
– – 0.01% 704
2021
Q1 		$52K Buy
346
+62
+22% +$9.14K 0.01% 675
2020
Q4 		$36K Sell
284
-400
-58% -$45.6K 0.01% 711
2020
Q3 		$63K Sell
684
-5,661
-89% -$579K 0.01% 448
2020
Q2 		$660K Sell
6,345
-460
-7% -$48.6K 0.14% 125
2020
Q1 		$704K Buy
6,805
+51
+0.8% +$7.5K 0.19% 102
2019
Q4 		$1.15M Buy
+6,754
New +$1.1M 0.26% 84

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 $3.38T AUM 44.17% 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

Harbor Investment Advisory's MTB Position: Q2 2026 in Review

Harbor Investment Advisory held its M&T Bank (MTB) position steady in Q2 2026 at 320 shares worth $76.2K. The position accounts for 0.01% of the portfolio, ranked #637.

Harbor Investment Advisory first reported a position in MTB in Q4 2019 and has held it in 27 quarters since. The position peaked at $1.15M in Q4 2019. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Harbor Investment Advisory held 320 shares of M&T Bank worth $76.2K as of Q2 2026.
  • Harbor Investment Advisory left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of Harbor Investment Advisory's portfolio in Q2 2026, its #637 holding.
  • Harbor Investment Advisory first reported a position in M&T Bank in Q4 2019 and has held it in 27 quarters since.
  • Harbor Investment Advisory's M&T Bank position peaked at $1.15M in Q4 2019.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.