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

HB Wealth Management’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 		$1.48M Buy
6,209
+123
+2% +$26.9K 0.01% 574
2026
Q1 		$1.26M Buy
6,086
+1,613
+36% +$347K 0.01% 576
2025
Q4 		$901K Buy
4,473
+298
+7% +$56.9K 0.01% 667
2025
Q3 		$825K Buy
4,175
+558
+15% +$109K 0.01% 673
2025
Q2 		$702K Sell
3,617
-441
-11% -$77.8K 0.01% 633
2025
Q1 		$726K Buy
4,058
+1,386
+52% +$263K 0.01% 642
2024
Q4 		$502K Buy
2,672
+170
+7% +$33.8K 0.01% 619
2024
Q3 		$446K Buy
2,502
+279
+13% +$46.3K ﹤0.01% 624
2024
Q2 		$337K Buy
2,223
+295
+15% +$43.1K ﹤0.01% 672
2024
Q1 		$280K Buy
1,928
+165
+9% +$22.9K ﹤0.01% 682
2023
Q4 		$242K Buy
1,763
+27
+2% +$3.39K ﹤0.01% 684
2023
Q3 		$219K Buy
+1,736
New +$226K ﹤0.01% 675

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

HB Wealth Management's MTB Position: Q2 2026 in Review

HB Wealth Management increased its M&T Bank (MTB) stake by 2% in Q2 2026, buying an estimated $26.9K and bringing the position to 6,209 shares worth $1.48M. The position accounts for 0.01% of the portfolio, ranked #574.

HB Wealth Management first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • HB Wealth Management held 6,209 shares of M&T Bank worth $1.48M as of Q2 2026.
  • HB Wealth Management bought 123 M&T Bank shares in Q2 2026, an estimated $26.9K.
  • M&T Bank made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #574 holding.
  • HB Wealth Management first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.