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

IBEX 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	$683K	Hold	2,871	–	–	0.05%	139
2026 Q1	$593K	Buy	+2,871	New	+$618K	0.06%	144
2025 Q4	–	Sell	-2,871	Closed	-$567K	–	171
2025 Q3	$567K	Hold	2,871	–	–	0.05%	147
2025 Q2	$557K	Buy	+2,871	New	+$507K	0.06%	143
2025 Q1	–	Sell	-3,111	Closed	-$585K	–	180
2024 Q4	$585K	Buy	+3,111	New	+$618K	0.07%	141
2024 Q3	–	Sell	-3,742	Closed	-$566K	–	201
2024 Q2	$566K	Sell	3,742 -41	-1%	-$5.99K	0.09%	89
2024 Q1	$549K	Sell	3,783 -217	-5%	-$30.1K	0.15%	83
2023 Q4	$519K	Buy	4,000 +217	+6%	+$27.3K	0.11%	79
2023 Q3	$478K	Buy	+3,783	New	+$493K	0.12%	80
2023 Q1	$452K	Hold	3,783	–	–	0.12%	88
2022 Q4	$549K	Buy	3,783 +1,798	+91%	+$296K	0.12%	118
2022 Q3	$350K	Hold	1,985	–	–	0.09%	118
2022 Q2	$316K	Hold	1,985	–	–	0.07%	123
2022 Q1	$336K	Sell	1,985 -441	-18%	-$77.8K	0.06%	134
2021 Q4	$373K	Buy	2,426 +441	+22%	+$67.7K	0.07%	141
2021 Q3	$296K	Hold	1,985	–	–	0.06%	148
2021 Q2	$288K	Buy	+1,985	New	+$310K	0.06%	145
2019 Q3	–	Sell	-2,109	Closed	-$358K	–	272
2019 Q2	$358K	Buy	+2,109	New	+$349K	0.1%	118
2018 Q1	–	Sell	-2,159	Closed	-$372K	–	110
2017 Q4	$372K	Buy	+2,159	New	+$358K	0.16%	77

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 $3.37T AUM 44.26% 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

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

IBEX Wealth Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 2,871 shares worth $683K. The position accounts for 0.05% of the portfolio, ranked #139.

IBEX Wealth Advisors first reported a position in MTB in Q4 2017 and has held it in 19 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

IBEX Wealth Advisors held 2,871 shares of M&T Bank worth $683K as of Q2 2026.
IBEX Wealth Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.05% of IBEX Wealth Advisors's portfolio in Q2 2026, its #139 holding.
IBEX Wealth Advisors first reported a position in M&T Bank in Q4 2017 and has held it in 19 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on IBEX Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.