Jones Financial Companies
MTB icon

Jones Financial Companies’s M&T Bank MTB Stock Holding History

Jones Financial Companies’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 		$59.9M Buy
252,660
+26,817
+12% +$5.86M 0.02% 357
2026
Q1 		$45.4M Buy
225,843
+215,228
+2,028% +$46.3M 0.02% 371
2025
Q4 		$2.14M Buy
10,615
+892
+9% +$170K ﹤0.01% 915
2025
Q3 		$1.95M Buy
9,723
+1,246
+15% +$244K ﹤0.01% 866
2025
Q2 		$1.64M Buy
8,477
+1,049
+14% +$185K ﹤0.01% 818
2025
Q1 		$1.3M Buy
7,428
+2,094
+39% +$397K ﹤0.01% 770
2024
Q4 		$1M Buy
5,334
+3,995
+298% +$794K ﹤0.01% 743
2024
Q3 		$235K Buy
1,339
+922
+221% +$153K ﹤0.01% 1080
2024
Q2 		$63.1K Buy
417
+150
+56% +$21.9K ﹤0.01% 1172
2024
Q1 		$38.9K Buy
267
+113
+73% +$15.7K ﹤0.01% 777
2023
Q4 		$21.1K Buy
+154
New +$19.3K ﹤0.01% 582
2023
Q1 		– Sell
-39
Closed -$6K – 702
2022
Q4 		$6K Hold
39
– – ﹤0.01% 528
2022
Q3 		$7K Sell
39
-125
-76% -$22.1K ﹤0.01% 456
2022
Q2 		$26K Sell
164
-74
-31% -$12.4K ﹤0.01% 373
2022
Q1 		$40K Buy
238
+112
+89% +$19.8K ﹤0.01% 371
2021
Q4 		$19K Buy
126
+52
+70% +$7.98K ﹤0.01% 469
2021
Q3 		$11K Hold
74
– – ﹤0.01% 488
2021
Q2 		$11K Buy
74
+65
+722% +$10.2K ﹤0.01% 460
2021
Q1 		$1K Sell
9
-7
-44% -$1.03K ﹤0.01% 767
2020
Q4 		$2K Buy
+16
New +$1.82K ﹤0.01% 613
2013
Q3 		– Sell
-20
Closed -$2K – 799
2013
Q2 		$2K Buy
+20
New +$2.06K ﹤0.01% 731

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 $3.38T AUM 44.17% 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

Jones Financial Companies's MTB Position: Q2 2026 in Review

Jones Financial Companies increased its M&T Bank (MTB) stake by 12% in Q2 2026, buying an estimated $5.86M and bringing the position to 252,660 shares worth $59.9M. The position accounts for 0.02% of the portfolio, ranked #357.

Jones Financial Companies first reported a position in MTB in Q2 2013 and has held it in 21 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Jones Financial Companies held 252,660 shares of M&T Bank worth $59.9M as of Q2 2026.
  • Jones Financial Companies bought 26,817 M&T Bank shares in Q2 2026, an estimated $5.86M.
  • M&T Bank made up 0.02% of Jones Financial Companies's portfolio in Q2 2026, its #357 holding.
  • Jones Financial Companies first reported a position in M&T Bank in Q2 2013 and has held it in 21 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Jones Financial Companies's 13F filing for Q2 2026, filed 14 Aug 2026.