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Independent Financial Group’s M&T Bank MTB Stock Holding History

Independent Financial Group’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 		$604K Sell
2,536
-78
-3% -$17.1K 0.01% 906
2026
Q1 		$540K Buy
2,614
+7
+0.3% +$1.51K 0.01% 899
2025
Q4 		$525K Buy
2,607
+4
+0.2% +$764 0.01% 877
2025
Q3 		$514K Sell
2,603
-197
-7% -$38.7K 0.01% 843
2025
Q2 		$543K Sell
2,800
-105
-4% -$18.5K 0.02% 745
2025
Q1 		$519K Sell
2,905
-3,050
-51% -$578K 0.02% 695
2024
Q4 		$1.12M Buy
5,955
+3,262
+121% +$648K 0.04% 449
2024
Q3 		$480K Sell
2,693
-500
-16% -$82.9K 0.02% 669
2024
Q2 		$483K Buy
3,193
+470
+17% +$68.7K 0.02% 619
2024
Q1 		$396K Buy
2,723
+3
+0.1% +$416 0.02% 666
2023
Q4 		$373K Sell
2,720
-4
-0.1% -$503 0.02% 646
2023
Q3 		$344K Buy
2,724
+4
+0.1% +$522 0.02% 604
2023
Q2 		$337K Sell
2,720
-10
-0.4% -$1.21K 0.02% 597
2023
Q1 		$326K Sell
2,730
-28
-1% -$4.07K 0.03% 575
2022
Q4 		$400K Sell
2,758
-196
-7% -$32.2K 0.03% 485
2022
Q3 		$521K Sell
2,954
-4
-0.1% -$708 0.05% 387
2022
Q2 		$471K Buy
+2,958
New +$497K 0.05% 401

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

Independent Financial Group's MTB Position: Q2 2026 in Review

Independent Financial Group reduced its M&T Bank (MTB) stake by 3% in Q2 2026, selling an estimated $17.1K and leaving 2,536 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #906.

Independent Financial Group first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.12M in Q4 2024. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Independent Financial Group held 2,536 shares of M&T Bank worth $604K as of Q2 2026.
  • Independent Financial Group sold 78 M&T Bank shares in Q2 2026, an estimated $17.1K.
  • M&T Bank made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #906 holding.
  • Independent Financial Group first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • Independent Financial Group's M&T Bank position peaked at $1.12M in Q4 2024.
  • 1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.