Jackson Grant Investment Advisers’s M&T Bank MTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $5.47K | Hold |
23
| – | – | ﹤0.01% | 355 |
|
|
2026
Q1 | $4.75K | Hold |
23
| – | – | ﹤0.01% | 352 |
|
|
2025
Q4 | $4.63K | Hold |
23
| – | – | ﹤0.01% | 354 |
|
|
2025
Q3 | $4.54K | Hold |
23
| – | – | ﹤0.01% | 355 |
|
|
2025
Q2 | $4.46K | Hold |
23
| – | – | ﹤0.01% | 327 |
|
|
2025
Q1 | $4.11K | Hold |
23
| – | – | ﹤0.01% | 325 |
|
|
2024
Q4 | $4.32K | Hold |
23
| – | – | ﹤0.01% | 333 |
|
|
2024
Q3 | $4.1K | Hold |
23
| – | – | ﹤0.01% | 335 |
|
|
2024
Q2 | $3.48K | Hold |
23
| – | – | ﹤0.01% | 341 |
|
|
2024
Q1 | $3.35K | Sell |
23
-545
| -96% | -$75.5K | ﹤0.01% | 330 |
|
|
2023
Q4 | $77.9K | Sell |
568
-74
| -12% | -$9.3K | 0.03% | 150 |
|
|
2023
Q3 | $81.2K | Hold |
642
| – | – | 0.04% | 142 |
|
|
2023
Q2 | $79.5K | Buy |
642
+6
| +0.9% | +$726 | 0.04% | 147 |
|
|
2023
Q1 | $76.1K | Buy |
636
+28
| +5% | +$4.07K | 0.04% | 154 |
|
|
2022
Q4 | $88.1K | Buy |
608
+5
| +0.8% | +$822 | 0.04% | 141 |
|
|
2022
Q3 | $106K | Buy |
603
+3
| +0.5% | +$531 | 0.06% | 134 |
|
|
2022
Q2 | $96K | Buy |
600
+526
| +711% | +$88.4K | 0.05% | 140 |
|
|
2022
Q1 | $13K | Hold |
74
| – | – | 0.01% | 316 |
|
|
2021
Q4 | $11K | Hold |
74
| – | – | 0.01% | 263 |
|
|
2021
Q3 | $11K | Hold |
74
| – | – | ﹤0.01% | 326 |
|
|
2021
Q2 | $11K | Hold |
74
| – | – | ﹤0.01% | 341 |
|
|
2021
Q1 | $11K | Hold |
74
| – | – | 0.01% | 335 |
|
|
2020
Q4 | $9K | Hold |
74
| – | – | ﹤0.01% | 315 |
|
|
2020
Q3 | $7K | Hold |
74
| – | – | ﹤0.01% | 213 |
|
|
2020
Q2 | $8K | Hold |
74
| – | – | 0.01% | 208 |
|
|
2020
Q1 | $8K | Hold |
74
| – | – | 0.01% | 200 |
|
|
2019
Q4 | $13K | Hold |
74
| – | – | 0.01% | 198 |
|
|
2019
Q3 | $12K | Sell |
74
-16
| -18% | -$2.52K | 0.01% | 204 |
|
|
2019
Q2 | $15K | Hold |
90
| – | – | 0.01% | 201 |
|
|
2019
Q1 | $14K | Buy |
90
+74
| +463% | +$12.2K | 0.01% | 196 |
|
|
2018
Q4 | $2K | Sell |
16
-27
| -63% | -$4.32K | ﹤0.01% | 232 |
|
|
2018
Q3 | $7K | Buy |
+43
| New | +$7.46K | ﹤0.01% | 196 |
|
|
2017
Q4 | – | Sell |
-200
| Closed | -$32K | – | 216 |
|
|
2017
Q3 | $32K | Hold |
200
| – | – | 0.02% | 167 |
|
|
2017
Q2 | $32K | Buy |
200
+1
| +0.5% | +$158 | 0.02% | 149 |
|
|
2017
Q1 | $31K | Hold |
199
| – | – | 0.02% | 142 |
|
|
2016
Q4 | $31K | Hold |
199
| – | – | 0.03% | 141 |
|
|
2016
Q3 | $23K | Buy |
+199
| New | +$23.1K | 0.02% | 144 |
|
Other funds holding MTB
Jackson Grant Investment Advisers's MTB Position: Q2 2026 in Review
Jackson Grant Investment Advisers held its M&T Bank (MTB) position steady in Q2 2026 at 23 shares worth $5.47K. The position accounts for ﹤0.01% of the portfolio, ranked #355.
Jackson Grant Investment Advisers first reported a position in MTB in Q3 2016 and has held it in 37 quarters since. The position peaked at $106K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.
- Jackson Grant Investment Advisers held 23 shares of M&T Bank worth $5.47K as of Q2 2026.
- Jackson Grant Investment Advisers left its M&T Bank share count unchanged in Q2 2026.
- M&T Bank made up ﹤0.01% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #355 holding.
- Jackson Grant Investment Advisers first reported a position in M&T Bank in Q3 2016 and has held it in 37 quarters since.
- Jackson Grant Investment Advisers's M&T Bank position peaked at $106K in Q3 2022.
- 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.
Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.