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

LGT 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	$9.86K	Hold	41	–	–	0.05%	131
2026 Q1	$8.51K	Hold	41	–	–	0.04%	154
2025 Q4	$8.23K	Hold	41	–	–	0.05%	156
2025 Q3	$8.02K	Sell	41 -1	-2%	-$196	0.02%	254
2025 Q2	$8.2K	Buy	42 +2	+5%	+$353	0.02%	226
2025 Q1	$7.15K	Sell	40 -231	-85%	-$43.8K	0.02%	195
2024 Q4	$50.9K	Buy	271 +1	+0.4%	+$199	0.11%	144
2024 Q3	$48.2K	Sell	270 -216	-44%	-$35.8K	0.12%	120
2024 Q2	$73.6K	Sell	486 -875	-64%	-$128K	0.16%	113
2024 Q1	$198K	Sell	1,361 -57	-4%	-$7.9K	0.23%	98
2023 Q4	$194K	Buy	1,418 +22	+2%	+$2.76K	0.24%	96
2023 Q3	$177K	Buy	+1,396	New	+$182K	0.22%	96
2023 Q1	–	Sell	-1,420	Closed	-$206K	–	160
2022 Q4	$206K	Buy	+1,420	New	+$233K	0.24%	97

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 $3.37T AUM 44.26% 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

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

LGT Financial Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 41 shares worth $9.86K. The position accounts for 0.05% of the portfolio, ranked #131.

LGT Financial Advisors first reported a position in MTB in Q4 2022 and has held it in 13 quarters since. The position peaked at $206K in Q4 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

LGT Financial Advisors held 41 shares of M&T Bank worth $9.86K as of Q2 2026.
LGT Financial Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.05% of LGT Financial Advisors's portfolio in Q2 2026, its #131 holding.
LGT Financial Advisors first reported a position in M&T Bank in Q4 2022 and has held it in 13 quarters since.
LGT Financial Advisors's M&T Bank position peaked at $206K in Q4 2022.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on LGT Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.