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Intentional Wealth Strategies’s M&T Bank MTB Stock Holding History

Intentional Wealth Strategies’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
-7
Closed -$1.45K – 591
2026
Q1 		$1.45K Buy
+7
New +$1.51K ﹤0.01% 711

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

Intentional Wealth Strategies's MTB Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 7 shares — an estimated $1.45K sold.

Intentional Wealth Strategies first reported a position in MTB in Q1 2026 and held it in 1 quarter. The position peaked at $1.45K in Q1 2026. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 7 M&T Bank shares in Q2 2026, an estimated $1.45K.
  • Intentional Wealth Strategies first reported a position in M&T Bank in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's M&T Bank position peaked at $1.45K in Q1 2026.
  • 1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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