JNBA Financial Advisors’s M&T Bank MTB Stock Holding History

JNBA Financial Advisors’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	$3.33K	Hold	14	–	–	﹤0.01%	675
2026 Q1	$2.9K	Hold	14	–	–	﹤0.01%	693
2025 Q4	$2.82K	Buy	+14	New	+$2.67K	﹤0.01%	641
2022 Q3	–	Sell	-79	Closed	-$13K	–	728
2022 Q2	$13K	Sell	79 -6	-7%	-$1.01K	﹤0.01%	458
2022 Q1	$14K	Buy	85 +6	+8%	+$1.06K	﹤0.01%	461
2021 Q4	$12K	Buy	79 +43	+119%	+$6.6K	﹤0.01%	505
2021 Q3	$5K	Hold	36	–	–	﹤0.01%	588
2021 Q2	$5K	Hold	36	–	–	﹤0.01%	544
2021 Q1	$5K	Buy	+36	New	+$5.31K	﹤0.01%	531
2016 Q4	–	Sell	-239	Closed	-$28K	–	1009
2016 Q3	$28K	Buy	+239	New	+$27.8K	﹤0.01%	702

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 $3.38T AUM 44.17% 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

JNBA Financial Advisors's MTB Position: Q2 2026 in Review

JNBA Financial Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 14 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #675.

JNBA Financial Advisors first reported a position in MTB in Q3 2016 and has held it in 10 quarters since. The position peaked at $28K in Q3 2016. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

JNBA Financial Advisors held 14 shares of M&T Bank worth $3.33K as of Q2 2026.
JNBA Financial Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #675 holding.
JNBA Financial Advisors first reported a position in M&T Bank in Q3 2016 and has held it in 10 quarters since.
JNBA Financial Advisors's M&T Bank position peaked at $28K in Q3 2016.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.