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

Medallion 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
Q1 		$215K Hold
1,039
– – 0.07% 239
2025
Q4 		$209K Hold
1,039
– – 0.07% 237
2025
Q3 		$205K Buy
1,039
+57
+6% +$11.2K 0.07% 231
2025
Q2 		$193K Sell
982
-53
-5% -$9.35K 0.07% 234
2025
Q1 		$183K Buy
1,035
+244
+31% +$46.3K 0.08% 211
2024
Q4 		$146K Buy
+791
New +$157K 0.07% 232

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Medallion Wealth Advisors's MTB Position: Q1 2026 in Review

Medallion Wealth Advisors held its M&T Bank (MTB) position steady in Q1 2026 at 1,039 shares worth $215K. The position accounts for 0.07% of the portfolio, ranked #239.

Medallion Wealth Advisors first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Medallion Wealth Advisors held 1,039 shares of M&T Bank worth $215K as of Q1 2026.
  • Medallion Wealth Advisors left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up 0.07% of Medallion Wealth Advisors's portfolio in Q1 2026, its #239 holding.
  • Medallion Wealth Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.