IA
MTB icon

IFG Advisory’s M&T Bank MTB Stock Holding History

IFG Advisory’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
Q1 		– Sell
-8,160
Closed -$1.64M – 691
2025
Q4 		$1.64M Buy
8,160
+35
+0.4% +$6.69K 0.07% 279
2025
Q3 		$1.61M Buy
8,125
+1,957
+32% +$384K 0.07% 270
2025
Q2 		$1.2M Sell
6,168
-72
-1% -$12.7K 0.06% 305
2025
Q1 		$1.12M Buy
6,240
+422
+7% +$80K 0.06% 299
2024
Q4 		$1.09M Buy
+5,818
New +$1.16M 0.06% 280
2024
Q3 		– Sell
-5,631
Closed -$852K – 535
2024
Q2 		$852K Buy
+5,631
New +$823K 0.05% 309
2024
Q1 		– Sell
-4,319
Closed -$592K – 498
2023
Q4 		$592K Buy
4,319
+505
+13% +$63.5K 0.04% 336
2023
Q3 		$482K Buy
+3,814
New +$497K 0.04% 351
2023
Q2 		– Sell
-3,879
Closed -$464K – 438
2023
Q1 		$464K Hold
3,879
– – 0.04% 334
2022
Q4 		$562K Sell
3,879
-39
-1% -$6.41K 0.06% 294
2022
Q3 		$690K Sell
3,918
-50
-1% -$8.85K 0.06% 269
2022
Q2 		$632K Hold
3,968
– – 0.07% 257
2022
Q1 		$672K Buy
3,968
+679
+21% +$120K 0.07% 258
2021
Q4 		$505K Buy
3,289
+40
+1% +$6.14K 0.05% 295
2021
Q3 		$485K Buy
3,249
+11
+0.3% +$1.52K 0.05% 297
2021
Q2 		$470K Buy
3,238
+1,836
+131% +$287K 0.05% 302
2021
Q1 		$212K Buy
+1,402
New +$207K 0.03% 451

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

IFG Advisory's MTB Position: Q1 2026 in Review

IFG Advisory sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 8,160 shares — an estimated $1.64M sold.

IFG Advisory first reported a position in MTB in Q1 2021 and held it in 17 quarters. The position peaked at $1.64M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • IFG Advisory reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • IFG Advisory sold 8,160 M&T Bank shares in Q1 2026, an estimated $1.64M.
  • IFG Advisory first reported a position in M&T Bank in Q1 2021 and held it in 17 quarters.
  • IFG Advisory's M&T Bank position peaked at $1.64M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on IFG Advisory's 13F filing for Q1 2026, filed 12 May 2026.