Highline Wealth Partners’s M&T Bank MTB Stock Holding History

Highline Wealth Partners’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 Q3	$9.6K	Hold	44	–	–	﹤0.01%	711
2026 Q2	$10.5K	Buy	44 +8	+22%	+$1.75K	﹤0.01%	577
2026 Q1	$7.46K	Hold	36	–	–	﹤0.01%	569
2025 Q4	$7.27K	Hold	36	–	–	﹤0.01%	463
2025 Q3	$7.13K	Hold	36	–	–	﹤0.01%	481
2025 Q2	$7K	Buy	36 +6	+20%	+$1.06K	﹤0.01%	390
2025 Q1	$5.37K	Buy	30 +4	+15%	+$759	﹤0.01%	410
2024 Q4	$4.89K	Buy	26 +6	+30%	+$1.19K	﹤0.01%	342
2024 Q3	$3.56K	Buy	20 +3	+18%	+$497	﹤0.01%	389
2024 Q2	$2.57K	Buy	17 +15	+750%	+$2.19K	﹤0.01%	361
2024 Q1	$291	Hold	2	–	–	﹤0.01%	419
2023 Q4	$274	Hold	2	–	–	﹤0.01%	389
2023 Q3	$253	Hold	2	–	–	﹤0.01%	373
2023 Q2	$248	Buy	+2	New	+$242	﹤0.01%	325
2023 Q1	–	Sell	-10	Closed	-$1.45K	–	348
2022 Q4	$1.45K	Hold	10	–	–	﹤0.01%	243
2022 Q3	$1.76K	Buy	+10	New	+$1.77K	﹤0.01%	219

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Highline Wealth Partners's MTB Position: Q3 2026 in Review

Highline Wealth Partners held its M&T Bank (MTB) position steady in Q3 2026 at 44 shares worth $9.6K. The position accounts for ﹤0.01% of the portfolio, ranked #711.

Highline Wealth Partners first reported a position in MTB in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.5K in Q2 2026. 879 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Highline Wealth Partners held 44 shares of M&T Bank worth $9.6K as of Q3 2026.
Highline Wealth Partners left its M&T Bank share count unchanged in Q3 2026.
M&T Bank made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #711 holding.
Highline Wealth Partners first reported a position in M&T Bank in Q3 2022 and has held it in 16 quarters since.
Highline Wealth Partners's M&T Bank position peaked at $10.5K in Q2 2026.
879 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.