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Keynote Financial Services’s M&T Bank MTB Stock Holding History

Keynote Financial Services’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 		$1.9M Sell
8,004
-460
-5% -$101K 0.89% 33
2026
Q1 		$1.75M Sell
8,464
-290
-3% -$62.4K 0.93% 31
2025
Q4 		$1.76M Sell
8,754
-615
-7% -$117K 0.99% 25
2025
Q3 		$1.85M Sell
9,369
-854
-8% -$168K 1.12% 19
2025
Q2 		$1.98M Sell
10,223
-100
-1% -$17.6K 1.33% 17
2025
Q1 		$1.85M Sell
10,323
-27
-0.3% -$5.12K 1.32% 18
2024
Q4 		$1.95M Sell
10,350
-313
-3% -$62.2K 1.49% 13
2024
Q3 		$1.9M Sell
10,663
-376
-3% -$62.3K 1.45% 12
2024
Q2 		$1.67M Sell
11,039
-583
-5% -$85.2K 1.4% 15
2024
Q1 		$1.69M Buy
+11,622
New +$1.61M 1.42% 14

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

Keynote Financial Services's MTB Position: Q2 2026 in Review

Keynote Financial Services reduced its M&T Bank (MTB) stake by 5.4% in Q2 2026, selling an estimated $101K and leaving 8,004 shares worth $1.9M. The position accounts for 0.89% of the portfolio, ranked #33.

Keynote Financial Services first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.98M in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Keynote Financial Services held 8,004 shares of M&T Bank worth $1.9M as of Q2 2026.
  • Keynote Financial Services sold 460 M&T Bank shares in Q2 2026, an estimated $101K.
  • M&T Bank made up 0.89% of Keynote Financial Services's portfolio in Q2 2026, its #33 holding.
  • Keynote Financial Services first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
  • Keynote Financial Services's M&T Bank position peaked at $1.98M in Q2 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Keynote Financial Services's 13F filing for Q2 2026, filed 3 Aug 2026.