Institute for Wealth Management’s M&T Bank MTB Stock Holding History

Institute for 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	$67.2K	Buy	+282	New	+$61.7K	0.01%	798

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Institute for Wealth Management's MTB Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in M&T Bank (MTB) in Q2 2026: 282 shares worth $67.2K. The stake represents 0.01% of the portfolio and ranks #798 among its holdings.

697 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Institute for Wealth Management held 282 shares of M&T Bank worth $67.2K as of Q2 2026.
M&T Bank was a new Institute for Wealth Management position in Q2 2026.
M&T Bank made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #798 holding.
697 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.