Investment House LLC’s M&T Bank MTB Stock Holding History

Investment House LLC’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	$321K	Hold	1,350	–	–	0.01%	197
2026 Q1	$279K	Hold	1,350	–	–	0.01%	196
2025 Q4	$272K	Hold	1,350	–	–	0.01%	193
2025 Q3	$267K	Hold	1,350	–	–	0.01%	203
2025 Q2	$262K	Hold	1,350	–	–	0.01%	199
2025 Q1	$241K	Hold	1,350	–	–	0.01%	204
2024 Q4	$254K	Hold	1,350	–	–	0.01%	189
2024 Q3	$240K	Hold	1,350	–	–	0.01%	200
2024 Q2	$204K	Buy	+1,350	New	+$197K	0.01%	201
2023 Q3	–	Sell	-18,426	Closed	-$2.28M	–	192
2023 Q2	$2.28M	Sell	18,426 -7,258	-28%	-$878K	0.17%	87
2023 Q1	$3.07M	Buy	+25,684	New	+$3.73M	0.25%	78

Other funds holding MTB

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Investment House LLC's MTB Position: Q2 2026 in Review

Investment House LLC held its M&T Bank (MTB) position steady in Q2 2026 at 1,350 shares worth $321K. The position accounts for 0.01% of the portfolio, ranked #197.

Investment House LLC first reported a position in MTB in Q1 2023 and has held it in 11 quarters since. The position peaked at $3.07M in Q1 2023. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Investment House LLC held 1,350 shares of M&T Bank worth $321K as of Q2 2026.
Investment House LLC left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.01% of Investment House LLC's portfolio in Q2 2026, its #197 holding.
Investment House LLC first reported a position in M&T Bank in Q1 2023 and has held it in 11 quarters since.
Investment House LLC's M&T Bank position peaked at $3.07M in Q1 2023.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Investment House LLC's 13F filing for Q2 2026, filed 21 Jul 2026.