Measured Wealth Private Client Group’s M&T Bank MTB Stock Holding History

Measured Wealth Private Client Group’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 Q1	$42K	Sell	203 -765	-79%	-$165K	0.01%	316
2025 Q4	$195K	Hold	968	–	–	0.05%	191
2025 Q3	$191K	Buy	+968	New	+$190K	0.05%	187
2019 Q3	–	Sell	-1,190	Closed	-$202K	–	181
2019 Q2	$202K	Buy	+1,190	New	+$197K	0.12%	183
2018 Q4	–	Sell	-1,215	Closed	-$199K	–	471
2018 Q3	$199K	Sell	1,215 -115	-9%	-$20K	0.12%	149
2018 Q2	$226K	Buy	+1,330	New	+$238K	0.18%	126
2017 Q3	$142K	Buy	+880	New	+$138K	0.19%	43

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Measured Wealth Private Client Group's MTB Position: Q1 2026 in Review

Measured Wealth Private Client Group reduced its M&T Bank (MTB) stake by 79% in Q1 2026, selling an estimated $165K and leaving 203 shares worth $42K. The position accounts for 0.01% of the portfolio, ranked #316.

Measured Wealth Private Client Group first reported a position in MTB in Q3 2017 and has held it in 7 quarters since. The position peaked at $226K in Q2 2018. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Measured Wealth Private Client Group held 203 shares of M&T Bank worth $42K as of Q1 2026.
Measured Wealth Private Client Group sold 765 M&T Bank shares in Q1 2026, an estimated $165K.
M&T Bank made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #316 holding.
Measured Wealth Private Client Group first reported a position in M&T Bank in Q3 2017 and has held it in 7 quarters since.
Measured Wealth Private Client Group's M&T Bank position peaked at $226K in Q2 2018.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.