HHM Wealth Advisors’s M&T Bank MTB Stock Holding History

HHM Wealth 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	$42.8K	Hold	180	–	–	﹤0.01%	410
2026 Q1	$37.2K	Hold	180	–	–	﹤0.01%	407
2025 Q4	$36.3K	Hold	180	–	–	﹤0.01%	411
2025 Q3	$35.6K	Sell	180 -10	-5%	-$1.96K	﹤0.01%	424
2025 Q2	$36.9K	Hold	190	–	–	﹤0.01%	421
2025 Q1	$34K	Hold	190	–	–	﹤0.01%	421
2024 Q4	$35.7K	Buy	190 +10	+6%	+$1.99K	﹤0.01%	410
2024 Q3	$32.1K	Hold	180	–	–	﹤0.01%	402
2024 Q2	$27.2K	Hold	180	–	–	﹤0.01%	415
2024 Q1	$26.2K	Hold	180	–	–	﹤0.01%	379
2023 Q4	$24.7K	Buy	+180	New	+$22.6K	﹤0.01%	385

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

HHM Wealth Advisors's MTB Position: Q2 2026 in Review

HHM Wealth Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 180 shares worth $42.8K. The position accounts for ﹤0.01% of the portfolio, ranked #410.

HHM Wealth Advisors first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

HHM Wealth Advisors held 180 shares of M&T Bank worth $42.8K as of Q2 2026.
HHM Wealth Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #410 holding.
HHM Wealth Advisors first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.