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Marble Wealth’s M&T Bank MTB Stock Holding History

Marble Wealth’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 		$329K Buy
1,381
+8
+0.6% +$1.75K 0.05% 182
2026
Q1 		$284K Sell
1,373
-4,201
-75% -$904K 0.05% 186
2025
Q4 		$1.12M Buy
+5,574
New +$1.06M 0.16% 102

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

Marble Wealth's MTB Position: Q2 2026 in Review

Marble Wealth increased its M&T Bank (MTB) stake by 0.58% in Q2 2026, buying an estimated $1.75K and bringing the position to 1,381 shares worth $329K. The position accounts for 0.05% of the portfolio, ranked #182.

Marble Wealth first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.12M in Q4 2025. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Marble Wealth held 1,381 shares of M&T Bank worth $329K as of Q2 2026.
  • Marble Wealth bought 8 M&T Bank shares in Q2 2026, an estimated $1.75K.
  • M&T Bank made up 0.05% of Marble Wealth's portfolio in Q2 2026, its #182 holding.
  • Marble Wealth first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • Marble Wealth's M&T Bank position peaked at $1.12M in Q4 2025.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Marble Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.