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JPL Wealth Management’s M&T Bank MTB Stock Holding History

JPL Wealth Management’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 		$30.7K Buy
129
+1
+0.8% +$219 0.01% 357
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

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 $3.37T AUM 44.26% 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

JPL Wealth Management's MTB Position: Q2 2026 in Review

JPL Wealth Management increased its M&T Bank (MTB) stake by 0.78% in Q2 2026, buying an estimated $219 and bringing the position to 129 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #357.

JPL Wealth Management first reported a position in MTB in Q3 2025 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • JPL Wealth Management held 129 shares of M&T Bank worth $30.7K as of Q2 2026.
  • JPL Wealth Management bought 1 M&T Bank share in Q2 2026, an estimated $219.
  • M&T Bank made up 0.01% of JPL Wealth Management's portfolio in Q2 2026, its #357 holding.
  • JPL Wealth Management first reported a position in M&T Bank in Q3 2025 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 JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.