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

Independent Solutions 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 		$508K Hold
2,135
– – 0.07% 141
2026
Q1 		$441K Hold
2,135
– – 0.07% 143
2025
Q4 		$430K Hold
2,135
– – 0.08% 129
2025
Q3 		$422K Hold
2,135
– – 0.08% 132
2025
Q2 		$414K Hold
2,135
– – 0.08% 134
2025
Q1 		$382K Hold
2,135
– – 0.09% 135
2024
Q4 		$401K Hold
2,135
– – 0.09% 126
2024
Q3 		$380K Hold
2,135
– – 0.09% 127
2024
Q2 		$323K Sell
2,135
-1
-0% -$146 0.07% 139
2024
Q1 		$311K Sell
2,136
-110
-5% -$15.2K 0.07% 144
2023
Q4 		$308K Sell
2,246
-23
-1% -$2.89K 0.08% 141
2023
Q3 		$287K Sell
2,269
-153
-6% -$20K 0.07% 165
2023
Q2 		$300K Sell
2,422
-25
-1% -$3.02K 0.08% 170
2023
Q1 		$293K Sell
2,447
-52
-2% -$7.55K 0.09% 165
2022
Q4 		$362K Sell
2,499
-2,766
-53% -$455K 0.11% 148
2022
Q3 		$928K Buy
5,265
+2,085
+66% +$369K 0.3% 76
2022
Q2 		$507K Sell
3,180
-37
-1% -$6.22K 0.16% 116
2022
Q1 		$545K Buy
3,217
+271
+9% +$47.8K 0.13% 130
2021
Q4 		$452K Buy
2,946
+77
+3% +$11.8K 0.11% 146
2021
Q3 		$429K Hold
2,869
– – 0.11% 146
2021
Q2 		$417K Buy
2,869
+224
+8% +$35K 0.1% 147
2021
Q1 		$401K Buy
2,645
+162
+7% +$23.9K 0.11% 132
2020
Q4 		$316K Buy
2,483
+93
+4% +$10.6K 0.1% 137
2020
Q3 		$220K Buy
+2,390
New +$244K 0.08% 156
2020
Q1 		– Sell
-1,734
Closed -$294K – 140
2019
Q4 		$294K Buy
+1,734
New +$281K 0.13% 127

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

Independent Solutions Wealth Management held its M&T Bank (MTB) position steady in Q2 2026 at 2,135 shares worth $508K. The position accounts for 0.07% of the portfolio, ranked #141.

Independent Solutions Wealth Management first reported a position in MTB in Q4 2019 and has held it in 25 quarters since. The position peaked at $928K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Independent Solutions Wealth Management held 2,135 shares of M&T Bank worth $508K as of Q2 2026.
  • Independent Solutions Wealth Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.07% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #141 holding.
  • Independent Solutions Wealth Management first reported a position in M&T Bank in Q4 2019 and has held it in 25 quarters since.
  • Independent Solutions Wealth Management's M&T Bank position peaked at $928K in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.