IAA
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Independent Advisor Alliance’s M&T Bank MTB Stock Holding History

Independent Advisor Alliance’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 		$539K Buy
2,265
+43
+2% +$9.4K 0.01% 643
2026
Q1 		$459K Buy
2,222
+93
+4% +$20K ﹤0.01% 1147
2025
Q4 		$429K Buy
2,129
+31
+1% +$5.92K 0.01% 694
2025
Q3 		$415K Buy
2,098
+38
+2% +$7.46K 0.01% 679
2025
Q2 		$400K Buy
2,060
+31
+2% +$5.47K 0.01% 655
2025
Q1 		$363K Sell
2,029
-48
-2% -$9.1K 0.01% 603
2024
Q4 		$391K Buy
2,077
+478
+30% +$95K 0.01% 1032
2024
Q3 		$285K Sell
1,599
-143
-8% -$23.7K 0.01% 580
2024
Q2 		$264K Buy
1,742
+3
+0.2% +$438 0.01% 606
2024
Q1 		$253K Buy
+1,739
New +$241K 0.01% 611
2022
Q4 		– Sell
-1,410
Closed -$249K – 549
2022
Q3 		$249K Sell
1,410
-49
-3% -$8.67K 0.01% 531
2022
Q2 		$232K Buy
+1,459
New +$245K 0.01% 541
2022
Q1 		– Sell
-4,047
Closed -$622K – 714
2021
Q4 		$622K Buy
4,047
+281
+7% +$43.1K 0.03% 344
2021
Q3 		$562K Buy
3,766
+783
+26% +$109K 0.03% 352
2021
Q2 		$433K Sell
2,983
-238
-7% -$37.2K 0.02% 423
2021
Q1 		$488K Buy
3,221
+125
+4% +$18.4K 0.03% 381
2020
Q4 		$394K Buy
+3,096
New +$353K 0.03% 392

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 $3.38T AUM 44.17% 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

Independent Advisor Alliance's MTB Position: Q2 2026 in Review

Independent Advisor Alliance increased its M&T Bank (MTB) stake by 1.9% in Q2 2026, buying an estimated $9.4K and bringing the position to 2,265 shares worth $539K. The position accounts for 0.01% of the portfolio, ranked #643.

Independent Advisor Alliance first reported a position in MTB in Q4 2020 and has held it in 17 quarters since. The position peaked at $622K in Q4 2021. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Independent Advisor Alliance held 2,265 shares of M&T Bank worth $539K as of Q2 2026.
  • Independent Advisor Alliance bought 43 M&T Bank shares in Q2 2026, an estimated $9.4K.
  • M&T Bank made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #643 holding.
  • Independent Advisor Alliance first reported a position in M&T Bank in Q4 2020 and has held it in 17 quarters since.
  • Independent Advisor Alliance's M&T Bank position peaked at $622K in Q4 2021.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.