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Meridian Wealth Management’s M&T Bank MTB Stock Holding History

Meridian Wealth Management’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 		$832K Buy
3,498
+230
+7% +$50.3K 0.03% 425
2026
Q1 		$676K Buy
3,268
+196
+6% +$42.2K 0.02% 436
2025
Q4 		$619K Buy
3,072
+313
+11% +$59.8K 0.02% 456
2025
Q3 		$545K Buy
2,759
+291
+12% +$57.1K 0.02% 453
2025
Q2 		$479K Buy
2,468
+420
+21% +$74.1K 0.02% 451
2025
Q1 		$366K Buy
2,048
+262
+15% +$49.7K 0.02% 483
2024
Q4 		$336K Buy
1,786
+66
+4% +$13.1K 0.02% 503
2024
Q3 		$306K Sell
1,720
-237
-12% -$39.3K 0.02% 512
2024
Q2 		$296K Buy
+1,957
New +$286K 0.04% 237

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

Meridian Wealth Management's MTB Position: Q2 2026 in Review

Meridian Wealth Management increased its M&T Bank (MTB) stake by 7% in Q2 2026, buying an estimated $50.3K and bringing the position to 3,498 shares worth $832K. The position accounts for 0.03% of the portfolio, ranked #425.

Meridian Wealth Management first reported a position in MTB in Q2 2024 and has held it in 9 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Meridian Wealth Management held 3,498 shares of M&T Bank worth $832K as of Q2 2026.
  • Meridian Wealth Management bought 230 M&T Bank shares in Q2 2026, an estimated $50.3K.
  • M&T Bank made up 0.03% of Meridian Wealth Management's portfolio in Q2 2026, its #425 holding.
  • Meridian Wealth Management first reported a position in M&T Bank in Q2 2024 and has held it in 9 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.