JPL Wealth Management’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
Q1
$26.5K Buy
+128
New +$27.6K 0.01% 347
2025
Q4
Sell
-134
Closed -$26.5K 746
2025
Q3
$26.5K Buy
+134
New +$26.3K 0.01% 348

Other funds holding MTB

JPL Wealth Management's MTB Position: Q1 2026 in Review

JPL Wealth Management opened a new position in M&T Bank (MTB) in Q1 2026: 128 shares worth $26.5K. The stake represents 0.01% of the portfolio and ranks #347 among its holdings. This is a return to the name: JPL Wealth Management previously reported a position in MTB as recently as Q3 2025.

JPL Wealth Management first reported a position in MTB in Q3 2025 and has held it in 2 quarters since. The position peaked at $26.5K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • JPL Wealth Management held 128 shares of M&T Bank worth $26.5K as of Q1 2026.
  • M&T Bank was a new JPL Wealth Management position in Q1 2026.
  • M&T Bank made up 0.01% of JPL Wealth Management's portfolio in Q1 2026, its #347 holding.
  • JPL Wealth Management first reported a position in M&T Bank in Q3 2025 and has held it in 2 quarters since.
  • JPL Wealth Management's M&T Bank position peaked at $26.5K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on JPL Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.