Key Financial Inc’s M&T Bank MTB Stock Holding History

Key Financial Inc’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 Q3	$30.3K	Buy	139 +3	+2%	+$722	﹤0.01%	628
2026 Q2	$32.4K	Hold	136	–	–	0.01%	631
2026 Q1	$28.2K	Sell	136 -6	-4%	-$1.29K	0.01%	654
2025 Q4	$28.7K	Hold	142	–	–	0.01%	648
2025 Q3	$27.8K	Buy	142 +1	+0.7%	+$196	0.01%	641
2025 Q2	$27.4K	Hold	141	–	–	0.01%	621
2025 Q1	$25.3K	Hold	141	–	–	0.01%	607
2024 Q4	$26.6K	Hold	141	–	–	0.01%	588
2024 Q3	$25.2K	Buy	141 +5	+4%	+$829	0.01%	601
2024 Q2	$20.6K	Buy	136 +5	+4%	+$730	﹤0.01%	633
2024 Q1	$19.1K	Hold	131	–	–	﹤0.01%	619
2023 Q4	$18K	Hold	131	–	–	﹤0.01%	612
2023 Q3	$16.6K	Hold	131	–	–	0.01%	607
2023 Q2	$16.3K	Buy	131 +33	+34%	+$3.99K	0.01%	621
2023 Q1	$11.8K	Hold	98	–	–	﹤0.01%	640
2022 Q4	$17.3K	Hold	98	–	–	0.01%	522
2022 Q3	$17K	Sell	98 -55	-36%	-$9.7K	0.01%	527
2022 Q2	$24K	Hold	153	–	–	0.01%	472
2022 Q1	$26K	Hold	153	–	–	0.01%	459
2021 Q4	$24K	Hold	153	–	–	0.01%	459
2021 Q3	$23K	Hold	153	–	–	0.01%	447
2021 Q2	$21K	Hold	153	–	–	0.01%	462
2021 Q1	$23K	Hold	153	–	–	0.02%	381
2020 Q4	$20K	Buy	+153	New	+$17.4K	0.01%	375
2020 Q2	–	Sell	-653	Closed	-$70K	–	427
2020 Q1	$70K	Buy	+653	New	+$96.1K	0.07%	188

Other funds holding MTB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Key Financial Inc's MTB Position: Q3 2026 in Review

Key Financial Inc increased its M&T Bank (MTB) stake by 2.2% in Q3 2026, buying an estimated $722 and bringing the position to 139 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

Key Financial Inc first reported a position in MTB in Q1 2020 and has held it in 25 quarters since. The position peaked at $70K in Q1 2020. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Key Financial Inc held 139 shares of M&T Bank worth $30.3K as of Q3 2026.
Key Financial Inc bought 3 M&T Bank shares in Q3 2026, an estimated $722.
M&T Bank made up ﹤0.01% of Key Financial Inc's portfolio in Q3 2026, its #628 holding.
Key Financial Inc first reported a position in M&T Bank in Q1 2020 and has held it in 25 quarters since.
Key Financial Inc's M&T Bank position peaked at $70K in Q1 2020.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Key Financial Inc's 13F filing for Q3 2026, filed 2 Nov 2026.