King Wealth Management Group’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 | $475K | Hold |
2,299
| – | – | 0.06% | 106 |
|
|
2025
Q4 | $463K | Sell |
2,299
-15
| -0.6% | -$2.87K | 0.06% | 108 |
|
|
2025
Q3 | $457K | Hold |
2,314
| – | – | 0.06% | 104 |
|
|
2025
Q2 | $449K | Hold |
2,314
| – | – | 0.06% | 103 |
|
|
2025
Q1 | $414K | Hold |
2,314
| – | – | 0.06% | 103 |
|
|
2024
Q4 | $435K | Sell |
2,314
-147
| -6% | -$29.2K | 0.06% | 98 |
|
|
2024
Q3 | $438K | Hold |
2,461
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $372K | Hold |
2,461
| – | – | 0.06% | 103 |
|
|
2024
Q1 | $358K | Hold |
2,461
| – | – | 0.06% | 100 |
|
|
2023
Q4 | $337K | Hold |
2,461
| – | – | 0.07% | 102 |
|
|
2023
Q3 | $311K | Sell |
2,461
-54
| -2% | -$7.04K | 0.07% | 107 |
|
|
2023
Q2 | $311K | Hold |
2,515
| – | – | 0.06% | 111 |
|
|
2023
Q1 | $301K | Hold |
2,515
| – | – | 0.07% | 112 |
|
|
2022
Q4 | $365K | Hold |
2,515
| – | – | 0.09% | 102 |
|
|
2022
Q3 | $443K | Hold |
2,515
| – | – | 0.11% | 87 |
|
|
2022
Q2 | $401K | Buy |
2,515
+94
| +4% | +$15.8K | 0.1% | 96 |
|
|
2022
Q1 | $410K | Sell |
2,421
-54
| -2% | -$9.52K | 0.08% | 103 |
|
|
2021
Q4 | $380K | Hold |
2,475
| – | – | 0.07% | 118 |
|
|
2021
Q3 | $370K | Hold |
2,475
| – | – | 0.08% | 118 |
|
|
2021
Q2 | $360K | Hold |
2,475
| – | – | 0.07% | 122 |
|
|
2021
Q1 | $375K | Hold |
2,475
| – | – | 0.08% | 115 |
|
|
2020
Q4 | $315K | Hold |
2,475
| – | – | 0.07% | 123 |
|
|
2020
Q3 | $228K | Sell |
2,475
-244
| -9% | -$24.9K | 0.06% | 146 |
|
|
2020
Q2 | $283K | Sell |
2,719
-119
| -4% | -$12.6K | 0.08% | 116 |
|
|
2020
Q1 | $294K | Hold |
2,838
| – | – | 0.13% | 98 |
|
|
2019
Q4 | $482K | Hold |
2,838
| – | – | 0.13% | 74 |
|
|
2019
Q3 | $448K | Sell |
2,838
-144
| -5% | -$22.7K | 0.13% | 71 |
|
|
2019
Q2 | $507K | Hold |
2,982
| – | – | 0.15% | 67 |
|
|
2019
Q1 | $468K | Hold |
2,982
| – | – | 0.15% | 70 |
|
|
2018
Q4 | $427K | Sell |
2,982
-1,110
| -27% | -$177K | 0.15% | 69 |
|
|
2018
Q3 | $673K | Hold |
4,092
| – | – | 0.21% | 55 |
|
|
2018
Q2 | $696K | Hold |
4,092
| – | – | 0.24% | 51 |
|
|
2018
Q1 | $754K | Buy |
+4,092
| New | +$763K | 0.27% | 51 |
|
|
2017
Q4 | – | Sell |
-4,048
| Closed | -$652K | – | 128 |
|
|
2017
Q3 | $652K | Buy |
4,048
+478
| +13% | +$75.1K | 0.24% | 59 |
|
|
2017
Q2 | $578K | Sell |
3,570
-150
| -4% | -$23.7K | 0.23% | 61 |
|
|
2017
Q1 | $576K | Sell |
3,720
-108
| -3% | -$17.5K | 0.24% | 62 |
|
|
2016
Q4 | $599K | Buy |
3,828
+687
| +22% | +$93K | 0.27% | 56 |
|
|
2016
Q3 | $365K | Sell |
3,141
-158
| -5% | -$18.4K | 0.18% | 71 |
|
|
2016
Q2 | $390K | Hold |
3,299
| – | – | 0.21% | 60 |
|
|
2016
Q1 | $366K | Sell |
3,299
-227
| -6% | -$24.6K | 0.2% | 63 |
|
|
2015
Q4 | $427K | Buy |
+3,526
| New | +$430K | 0.24% | 63 |
|
Other funds holding MTB
VCM
VPM
King Wealth Management Group's MTB Position: Q1 2026 in Review
King Wealth Management Group held its M&T Bank (MTB) position steady in Q1 2026 at 2,299 shares worth $475K. The position accounts for 0.06% of the portfolio, ranked #106.
King Wealth Management Group first reported a position in MTB in Q4 2015 and has held it in 41 quarters since. The position peaked at $754K in Q1 2018. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.
- King Wealth Management Group held 2,299 shares of M&T Bank worth $475K as of Q1 2026.
- King Wealth Management Group left its M&T Bank share count unchanged in Q1 2026.
- M&T Bank made up 0.06% of King Wealth Management Group's portfolio in Q1 2026, its #106 holding.
- King Wealth Management Group first reported a position in M&T Bank in Q4 2015 and has held it in 41 quarters since.
- King Wealth Management Group's M&T Bank position peaked at $754K in Q1 2018.
- 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.
Based on King Wealth Management Group's 13F filing for Q1 2026, filed 4 May 2026.