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Legacy Wealth Asset Management’s M&T Bank MTB Stock Holding History

Legacy Wealth Asset Management’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 		$424K Sell
1,781
-503
-22% -$110K 0.09% 283
2026
Q1 		$472K Buy
2,284
+7
+0.3% +$1.51K 0.11% 263
2025
Q4 		$459K Sell
2,277
-699
-23% -$134K 0.11% 272
2025
Q3 		$588K Buy
2,976
+44
+2% +$8.63K 0.14% 230
2025
Q2 		$569K Sell
2,932
-28
-0.9% -$4.94K 0.14% 224
2025
Q1 		$529K Sell
2,960
-9
-0.3% -$1.71K 0.15% 228
2024
Q4 		$558K Sell
2,969
-10
-0.3% -$1.99K 0.15% 221
2024
Q3 		$531K Sell
2,979
-19
-0.6% -$3.15K 0.14% 237
2024
Q2 		$454K Buy
2,998
+222
+8% +$32.4K 0.13% 254
2024
Q1 		$404K Buy
2,776
+42
+2% +$5.82K 0.11% 263
2023
Q4 		$375K Buy
2,734
+29
+1% +$3.64K 0.12% 260
2023
Q3 		$342K Buy
2,705
+19
+0.7% +$2.48K 0.13% 260
2023
Q2 		$332K Buy
+2,686
New +$325K 0.12% 276

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

Legacy Wealth Asset Management's MTB Position: Q2 2026 in Review

Legacy Wealth Asset Management reduced its M&T Bank (MTB) stake by 22% in Q2 2026, selling an estimated $110K and leaving 1,781 shares worth $424K. The position accounts for 0.09% of the portfolio, ranked #283.

Legacy Wealth Asset Management first reported a position in MTB in Q2 2023 and has held it in 13 quarters since. The position peaked at $588K in Q3 2025. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Legacy Wealth Asset Management held 1,781 shares of M&T Bank worth $424K as of Q2 2026.
  • Legacy Wealth Asset Management sold 503 M&T Bank shares in Q2 2026, an estimated $110K.
  • M&T Bank made up 0.09% of Legacy Wealth Asset Management's portfolio in Q2 2026, its #283 holding.
  • Legacy Wealth Asset Management first reported a position in M&T Bank in Q2 2023 and has held it in 13 quarters since.
  • Legacy Wealth Asset Management's M&T Bank position peaked at $588K in Q3 2025.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.