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

IHT 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 		$500K Buy
2,099
+91
+5% +$19.9K 0.01% 828
2026
Q1 		$415K Buy
2,008
+45
+2% +$9.69K 0.01% 895
2025
Q4 		$396K Sell
1,963
-120
-6% -$22.9K 0.01% 858
2025
Q3 		$412K Buy
2,083
+213
+11% +$41.8K 0.01% 810
2025
Q2 		$363K Sell
1,870
-25
-1% -$4.41K 0.01% 813
2025
Q1 		$339K Buy
1,895
+7
+0.4% +$1.33K 0.01% 812
2024
Q4 		$355K Sell
1,888
-1,559
-45% -$310K 0.01% 802
2024
Q3 		$606K Buy
3,447
+1,556
+82% +$258K 0.02% 662
2024
Q2 		$286K Sell
1,891
-45
-2% -$6.57K 0.01% 814
2024
Q1 		$282K Buy
1,936
+257
+15% +$35.6K 0.01% 824
2023
Q4 		$230K Sell
1,679
-358
-18% -$45K 0.01% 866
2023
Q3 		$258K Sell
2,037
-11
-0.5% -$1.44K 0.01% 792
2023
Q2 		$253K Buy
+2,048
New +$248K 0.01% 788
2022
Q4 		– Sell
-1,630
Closed -$287K – 924
2022
Q3 		$287K Buy
+1,630
New +$288K 0.02% 644

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 $3.37T AUM 44.26% 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

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

IHT Wealth Management increased its M&T Bank (MTB) stake by 4.5% in Q2 2026, buying an estimated $19.9K and bringing the position to 2,099 shares worth $500K. The position accounts for 0.01% of the portfolio, ranked #828.

IHT Wealth Management first reported a position in MTB in Q3 2022 and has held it in 14 quarters since. The position peaked at $606K in Q3 2024. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • IHT Wealth Management held 2,099 shares of M&T Bank worth $500K as of Q2 2026.
  • IHT Wealth Management bought 91 M&T Bank shares in Q2 2026, an estimated $19.9K.
  • M&T Bank made up 0.01% of IHT Wealth Management's portfolio in Q2 2026, its #828 holding.
  • IHT Wealth Management first reported a position in M&T Bank in Q3 2022 and has held it in 14 quarters since.
  • IHT Wealth Management's M&T Bank position peaked at $606K in Q3 2024.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.