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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
Q2 		$52.4K Sell
220
-819
-79% -$179K 0.02% 460
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

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

Medallion Wealth Advisors's MTB Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its M&T Bank (MTB) stake by 79% in Q2 2026, selling an estimated $179K and leaving 220 shares worth $52.4K. The position accounts for 0.02% of the portfolio, ranked #460.

Medallion Wealth Advisors first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. The position peaked at $215K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Medallion Wealth Advisors held 220 shares of M&T Bank worth $52.4K as of Q2 2026.
  • Medallion Wealth Advisors sold 819 M&T Bank shares in Q2 2026, an estimated $179K.
  • M&T Bank made up 0.02% of Medallion Wealth Advisors's portfolio in Q2 2026, its #460 holding.
  • Medallion Wealth Advisors first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's M&T Bank position peaked at $215K in Q1 2026.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.