Innovative Asset Advisors Group’s M&T Bank MTB Stock Holding History

Innovative Asset Advisors 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	–	Sell	-278	Closed	-$57.5K	–	743
2026 Q1	$57.5K	Buy	+278	New	+$59.8K	0.03%	290

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Innovative Asset Advisors Group's MTB Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 278 shares — an estimated $57.5K sold.

Innovative Asset Advisors Group first reported a position in MTB in Q1 2026 and held it in 1 quarter. The position peaked at $57.5K in Q1 2026. 1,100 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Innovative Asset Advisors Group reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Innovative Asset Advisors Group sold 278 M&T Bank shares in Q2 2026, an estimated $57.5K.
Innovative Asset Advisors Group first reported a position in M&T Bank in Q1 2026 and held it in 1 quarter.
Innovative Asset Advisors Group's M&T Bank position peaked at $57.5K in Q1 2026.
1,100 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.