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Integrated Wealth Concepts’s M&T Bank MTB Stock Holding History

Integrated Wealth Concepts’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 		$1.67M Sell
7,035
-210
-3% -$45.9K 0.01% 928
2026
Q1 		$1.5M Buy
7,245
+3,965
+121% +$853K 0.01% 895
2025
Q4 		$661K Sell
3,280
-3,556
-52% -$679K 0.01% 958
2025
Q3 		$1.35M Buy
6,836
+24
+0.4% +$4.71K 0.01% 837
2025
Q2 		$1.32M Sell
6,812
-703
-9% -$124K 0.01% 786
2025
Q1 		$1.34M Sell
7,515
-1,578
-17% -$299K 0.02% 700
2024
Q4 		$1.71M Sell
9,093
-586
-6% -$116K 0.02% 616
2024
Q3 		$1.72M Buy
9,679
+2,815
+41% +$467K 0.02% 588
2024
Q2 		$1.04M Buy
6,864
+529
+8% +$77.3K 0.01% 743
2024
Q1 		$921K Sell
6,335
-2,682
-30% -$372K 0.01% 785
2023
Q4 		$1.24M Buy
9,017
+1,708
+23% +$215K 0.02% 642
2023
Q3 		$924K Sell
7,309
-121
-2% -$15.8K 0.02% 724
2023
Q2 		$920K Buy
7,430
+226
+3% +$27.3K 0.02% 712
2023
Q1 		$861K Buy
7,204
+5,489
+320% +$797K 0.02% 670
2022
Q4 		$249K Buy
1,715
+16
+0.9% +$2.63K 0.01% 875
2022
Q3 		$300K Hold
1,699
– – 0.01% 731
2022
Q2 		$271K Buy
+1,699
New +$286K 0.01% 790

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

Integrated Wealth Concepts's MTB Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its M&T Bank (MTB) stake by 2.9% in Q2 2026, selling an estimated $45.9K and leaving 7,035 shares worth $1.67M. The position accounts for 0.01% of the portfolio, ranked #928.

Integrated Wealth Concepts first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.72M in Q3 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Integrated Wealth Concepts held 7,035 shares of M&T Bank worth $1.67M as of Q2 2026.
  • Integrated Wealth Concepts sold 210 M&T Bank shares in Q2 2026, an estimated $45.9K.
  • M&T Bank made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #928 holding.
  • Integrated Wealth Concepts first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • Integrated Wealth Concepts's M&T Bank position peaked at $1.72M in Q3 2024.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.