Marshall & Sterling Wealth Advisors’s M&T Bank MTB Stock Holding History

Marshall & Sterling Wealth 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	$99.9K	Sell	420 -61	-13%	-$13.3K	0.06%	117
2026 Q1	$99.4K	Sell	481 -40	-8%	-$8.61K	0.07%	115
2025 Q4	$105K	Sell	521 -53	-9%	-$10.1K	0.07%	107
2025 Q3	$113K	Sell	574 -63	-10%	-$12.4K	0.07%	112
2025 Q2	$123K	Buy	637 +23	+4%	+$4.06K	0.08%	103
2025 Q1	$110K	Sell	614 -188	-23%	-$35.7K	0.07%	106
2024 Q4	$151K	Buy	+802	New	+$159K	0.1%	91

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

Marshall & Sterling Wealth Advisors's MTB Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors reduced its M&T Bank (MTB) stake by 13% in Q2 2026, selling an estimated $13.3K and leaving 420 shares worth $99.9K. The position accounts for 0.06% of the portfolio, ranked #117.

Marshall & Sterling Wealth Advisors first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $151K in Q4 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Marshall & Sterling Wealth Advisors held 420 shares of M&T Bank worth $99.9K as of Q2 2026.
Marshall & Sterling Wealth Advisors sold 61 M&T Bank shares in Q2 2026, an estimated $13.3K.
M&T Bank made up 0.06% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #117 holding.
Marshall & Sterling Wealth Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
Marshall & Sterling Wealth Advisors's M&T Bank position peaked at $151K in Q4 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.