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 Q2	$487K	Buy	+2,047	New	+$448K	0.05%	265
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

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

Impact Partnership Wealth's MTB Position: Q2 2026 in Review

Impact Partnership Wealth opened a new position in M&T Bank (MTB) in Q2 2026: 2,047 shares worth $487K. The stake represents 0.05% of the portfolio and ranks #265 among its holdings. This is a return to the name: Impact Partnership Wealth previously reported a position in MTB as recently as Q4 2025.

Impact Partnership Wealth first reported a position in MTB in Q3 2023 and has held it in 9 quarters since. The position peaked at $647K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Impact Partnership Wealth held 2,047 shares of M&T Bank worth $487K as of Q2 2026.
M&T Bank was a new Impact Partnership Wealth position in Q2 2026.
M&T Bank made up 0.05% of Impact Partnership Wealth's portfolio in Q2 2026, its #265 holding.
Impact Partnership Wealth first reported a position in M&T Bank in Q3 2023 and has held it in 9 quarters since.
Impact Partnership Wealth's M&T Bank position peaked at $647K in Q2 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Impact Partnership Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.