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

IMG 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 		$6.9K Hold
29
– – ﹤0.01% 373
2026
Q1 		$6K Sell
29
-13
-31% -$2.8K ﹤0.01% 354
2025
Q4 		$8.46K Hold
42
– – 0.01% 339
2025
Q3 		$8.3K Hold
42
– – 0.01% 293
2025
Q2 		$8.15K Buy
+42
New +$7.41K 0.01% 289

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

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

IMG Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 29 shares worth $6.9K. The position accounts for ﹤0.01% of the portfolio, ranked #373.

IMG Wealth Management first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. The position peaked at $8.46K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • IMG Wealth Management held 29 shares of M&T Bank worth $6.9K as of Q2 2026.
  • IMG Wealth Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of IMG Wealth Management's portfolio in Q2 2026, its #373 holding.
  • IMG Wealth Management first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's M&T Bank position peaked at $8.46K in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.