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 Q2	$32.5K	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%	-$9.73K	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 $6.73T 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 $3.37T AUM 44.26% 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

Key Financial Inc's MTB Position: Q2 2026 in Review

Key Financial Inc held its M&T Bank (MTB) position steady in Q2 2026 at 136 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #631.

Key Financial Inc first reported a position in MTB in Q1 2020 and has held it in 24 quarters since. The position peaked at $70K in Q1 2020. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Key Financial Inc held 136 shares of M&T Bank worth $32.5K as of Q2 2026.
Key Financial Inc left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.01% of Key Financial Inc's portfolio in Q2 2026, its #631 holding.
Key Financial Inc first reported a position in M&T Bank in Q1 2020 and has held it in 24 quarters since.
Key Financial Inc's M&T Bank position peaked at $70K in Q1 2020.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.