Level Financial Advisors’s M&T Bank MTB Stock Holding History

Level Financial Advisors’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	$403K	Buy	1,693 +1	+0.1%	+$219	0.09%	72
2026 Q1	$350K	Buy	1,692 +3	+0.2%	+$646	0.09%	73
2025 Q4	$340K	Buy	1,689 +1	+0.1%	+$191	0.09%	73
2025 Q3	$334K	Sell	1,688 -53	-3%	-$10.4K	0.09%	78
2025 Q2	$338K	Sell	1,741 -3	-0.2%	-$529	0.11%	72
2025 Q1	$312K	Sell	1,744 -27	-2%	-$5.12K	0.11%	73
2024 Q4	$333K	Sell	1,771 -3	-0.2%	-$596	0.12%	66
2024 Q3	$316K	Buy	1,774 +22	+1%	+$3.65K	0.12%	63
2024 Q2	$265K	Buy	+1,752	New	+$256K	0.11%	63
2024 Q1	–	Sell	-667	Closed	-$91.4K	–	188
2023 Q4	$91.4K	Sell	667 -10	-1%	-$1.26K	0.05%	86
2023 Q3	$85.6K	Sell	677 -16	-2%	-$2.09K	0.05%	81
2023 Q2	$85.8K	Hold	693	–	–	0.05%	81
2023 Q1	$82.9K	Hold	693	–	–	0.05%	77
2022 Q4	$101K	Hold	693	–	–	0.07%	70
2022 Q3	$122K	Hold	693	–	–	0.09%	64
2022 Q2	$110K	Sell	693 -29	-4%	-$4.87K	0.08%	71
2022 Q1	$122K	Hold	722	–	–	0.09%	56
2021 Q4	$111K	Buy	+722	New	+$111K	0.08%	58

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 $3.38T AUM 44.17% 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

Level Financial Advisors's MTB Position: Q2 2026 in Review

Level Financial Advisors increased its M&T Bank (MTB) stake by 0.06% in Q2 2026, buying an estimated $219 and bringing the position to 1,693 shares worth $403K. The position accounts for 0.09% of the portfolio, ranked #72.

Level Financial Advisors first reported a position in MTB in Q4 2021 and has held it in 18 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Level Financial Advisors held 1,693 shares of M&T Bank worth $403K as of Q2 2026.
Level Financial Advisors bought 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up 0.09% of Level Financial Advisors's portfolio in Q2 2026, its #72 holding.
Level Financial Advisors first reported a position in M&T Bank in Q4 2021 and has held it in 18 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Level Financial Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.