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McAdam LLC’s M&T Bank MTB Stock Holding History

McAdam LLC’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 		$203K Buy
+853
New +$187K 0.01% 487
2018
Q4 		– Sell
-5
Closed -$1K – 419
2018
Q3 		$1K Hold
5
– – ﹤0.01% 606
2018
Q2 		$1K Sell
5
-2
-29% -$358 ﹤0.01% 574
2018
Q1 		$1K Buy
+7
New +$1.3K ﹤0.01% 673

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

McAdam LLC's MTB Position: Q2 2026 in Review

McAdam LLC opened a new position in M&T Bank (MTB) in Q2 2026: 853 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #487 among its holdings. This is a return to the name: McAdam LLC previously reported a position in MTB as recently as Q3 2018.

McAdam LLC first reported a position in MTB in Q1 2018 and has held it in 4 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • McAdam LLC held 853 shares of M&T Bank worth $203K as of Q2 2026.
  • M&T Bank was a new McAdam LLC position in Q2 2026.
  • M&T Bank made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #487 holding.
  • McAdam LLC first reported a position in M&T Bank in Q1 2018 and has held it in 4 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.