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Marshall Investment Management’s M&T Bank MTB Stock Holding History

Marshall Investment 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 		$3.09K Hold
13
– – ﹤0.01% 315
2026
Q1 		$2.69K Buy
+13
New +$2.8K ﹤0.01% 236
2025
Q2 		– Sell
-13
Closed -$2.32K – 145
2025
Q1 		$2.32K Buy
+13
New +$2.47K ﹤0.01% 208

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

Marshall Investment Management's MTB Position: Q2 2026 in Review

Marshall Investment Management held its M&T Bank (MTB) position steady in Q2 2026 at 13 shares worth $3.09K. The position accounts for ﹤0.01% of the portfolio, ranked #315.

Marshall Investment Management first reported a position in MTB in Q1 2025 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Marshall Investment Management held 13 shares of M&T Bank worth $3.09K as of Q2 2026.
  • Marshall Investment Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up ﹤0.01% of Marshall Investment Management's portfolio in Q2 2026, its #315 holding.
  • Marshall Investment Management first reported a position in M&T Bank in Q1 2025 and has held it in 3 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.