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Larson Financial Group’s M&T Bank MTB Stock Holding History

Larson Financial Group’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
Q1 		$58.8K Buy
284
+139
+96% +$29.9K ﹤0.01% 1265
2025
Q4 		$29.2K Buy
145
+30
+26% +$5.73K ﹤0.01% 1499
2025
Q3 		$22.7K Buy
115
+6
+6% +$1.18K ﹤0.01% 1566
2025
Q2 		$21.2K Sell
109
-528
-83% -$93.2K ﹤0.01% 1465
2025
Q1 		$114K Buy
637
+7
+1% +$1.33K 0.01% 763
2024
Q4 		$118K Sell
630
-28
-4% -$5.57K 0.01% 691
2024
Q3 		$117K Sell
658
-500
-43% -$82.9K 0.01% 694
2024
Q2 		$175K Buy
1,158
+1,152
+19,200% +$168K 0.01% 511
2024
Q1 		$873 Hold
6
– – ﹤0.01% 1476
2023
Q4 		$822 Sell
6
-46
-88% -$5.78K ﹤0.01% 1499
2023
Q3 		$6.58K Buy
+52
New +$6.78K ﹤0.01% 1110
2023
Q2 		– Sell
-110
Closed -$13.2K – 1612
2023
Q1 		$13.2K Buy
+110
New +$16K ﹤0.01% 848

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Larson Financial Group's MTB Position: Q1 2026 in Review

Larson Financial Group increased its M&T Bank (MTB) stake by 96% in Q1 2026, buying an estimated $29.9K and bringing the position to 284 shares worth $58.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1265.

Larson Financial Group first reported a position in MTB in Q1 2023 and has held it in 12 quarters since. The position peaked at $175K in Q2 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Larson Financial Group held 284 shares of M&T Bank worth $58.8K as of Q1 2026.
  • Larson Financial Group bought 139 M&T Bank shares in Q1 2026, an estimated $29.9K.
  • M&T Bank made up ﹤0.01% of Larson Financial Group's portfolio in Q1 2026, its #1265 holding.
  • Larson Financial Group first reported a position in M&T Bank in Q1 2023 and has held it in 12 quarters since.
  • Larson Financial Group's M&T Bank position peaked at $175K in Q2 2024.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.