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Harvest Portfolios Group’s M&T Bank MTB Stock Holding History

Harvest Portfolios 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 		$5.75M Sell
24,159
-4,254
-15% -$930K 0.08% 117
2026
Q1 		$5.87M Sell
28,413
-3,437
-11% -$740K 0.1% 111
2025
Q4 		$6.42M Sell
31,850
-614
-2% -$117K 0.11% 102
2025
Q3 		$6.42M Buy
32,464
+498
+2% +$97.7K 0.12% 100
2025
Q2 		$6.2M Sell
31,966
-2,590
-7% -$457K 0.14% 94
2025
Q1 		$6.18M Buy
34,556
+4,278
+14% +$811K 0.18% 87
2024
Q4 		$5.69M Sell
30,278
-4,976
-14% -$989K 0.19% 88
2024
Q3 		$6.28M Sell
35,254
-3,556
-9% -$590K 0.21% 71
2024
Q2 		$5.87M Sell
38,810
-502
-1% -$73.3K 0.22% 71
2024
Q1 		$5.72M Buy
39,312
+4,853
+14% +$672K 0.22% 79
2023
Q4 		$4.72M Sell
34,459
-1,784
-5% -$224K 0.2% 82
2023
Q3 		$4.58M Buy
36,243
+177
+0.5% +$23.1K 0.22% 70
2023
Q2 		$4.46M Buy
36,066
+1,690
+5% +$204K 0.2% 79
2023
Q1 		$4.11M Buy
34,376
+9,887
+40% +$1.44M 0.2% 73
2022
Q4 		$3.55M Buy
+24,489
New +$4.03M 0.2% 85

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

Harvest Portfolios Group's MTB Position: Q2 2026 in Review

Harvest Portfolios Group reduced its M&T Bank (MTB) stake by 15% in Q2 2026, selling an estimated $930K and leaving 24,159 shares worth $5.75M. The position accounts for 0.08% of the portfolio, ranked #117.

Harvest Portfolios Group first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.42M in Q4 2025. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Harvest Portfolios Group held 24,159 shares of M&T Bank worth $5.75M as of Q2 2026.
  • Harvest Portfolios Group sold 4,254 M&T Bank shares in Q2 2026, an estimated $930K.
  • M&T Bank made up 0.08% of Harvest Portfolios Group's portfolio in Q2 2026, its #117 holding.
  • Harvest Portfolios Group first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
  • Harvest Portfolios Group's M&T Bank position peaked at $6.42M in Q4 2025.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Harvest Portfolios Group's 13F filing for Q2 2026, filed 13 Aug 2026.