INVST’s M&T Bank MTB Stock Holding History

INVST’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	$951K	Buy	3,995 +30	+0.8%	+$6.56K	0.09%	169
2026 Q1	$820K	Buy	+3,965	New	+$853K	0.09%	182
2020 Q3	–	Sell	-2,440	Closed	-$247K	–	153
2020 Q2	$247K	Buy	+2,440	New	+$258K	0.07%	131

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

INVST's MTB Position: Q2 2026 in Review

INVST increased its M&T Bank (MTB) stake by 0.76% in Q2 2026, buying an estimated $6.56K and bringing the position to 3,995 shares worth $951K. The position accounts for 0.09% of the portfolio, ranked #169.

INVST first reported a position in MTB in Q2 2020 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

INVST held 3,995 shares of M&T Bank worth $951K as of Q2 2026.
INVST bought 30 M&T Bank shares in Q2 2026, an estimated $6.56K.
M&T Bank made up 0.09% of INVST's portfolio in Q2 2026, its #169 holding.
INVST first reported a position in M&T Bank in Q2 2020 and has held it in 3 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on INVST's 13F filing for Q2 2026, filed 14 Aug 2026.