Impact Partnership Wealth’s M&T Bank MTB Stock Holding History

Impact Partnership Wealth’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	-2,023	Closed	-$408K	–	414
2025 Q4	$408K	Sell	2,023 -114	-5%	-$21.8K	0.05%	232
2025 Q3	$422K	Sell	2,137 -126	-6%	-$24.7K	0.06%	184
2025 Q2	$439K	Sell	2,263 -405	-15%	-$71.5K	0.08%	156
2025 Q1	$477K	Buy	+2,668	New	+$506K	0.1%	119
2024 Q3	–	Sell	-4,277	Closed	-$647K	–	270
2024 Q2	$647K	Buy	4,277 +696	+19%	+$102K	0.17%	79
2024 Q1	$521K	Sell	3,581 -651	-15%	-$90.2K	0.21%	70
2023 Q4	$580K	Buy	4,232 +1,286	+44%	+$162K	0.21%	65
2023 Q3	$373K	Buy	+2,946	New	+$384K	0.12%	95

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Impact Partnership Wealth's MTB Position: Q1 2026 in Review

Impact Partnership Wealth sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 2,023 shares — an estimated $408K sold.

Impact Partnership Wealth first reported a position in MTB in Q3 2023 and held it in 8 quarters. The position peaked at $647K in Q2 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Impact Partnership Wealth reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Impact Partnership Wealth sold 2,023 M&T Bank shares in Q1 2026, an estimated $408K.
Impact Partnership Wealth first reported a position in M&T Bank in Q3 2023 and held it in 8 quarters.
Impact Partnership Wealth's M&T Bank position peaked at $647K in Q2 2024.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Impact Partnership Wealth's 13F filing for Q1 2026, filed 23 Apr 2026.