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Merit Financial Group’s M&T Bank MTB Stock Holding History

Merit Financial 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
Q2 		$2.23M Buy
9,354
+605
+7% +$132K 0.01% 710
2026
Q1 		$1.81M Buy
8,749
+1,419
+19% +$305K 0.01% 716
2025
Q4 		$1.48M Buy
7,330
+1,196
+19% +$228K 0.01% 762
2025
Q3 		$1.21M Buy
6,134
+198
+3% +$38.9K 0.01% 762
2025
Q2 		$1.15M Buy
5,936
+2,506
+73% +$442K 0.01% 725
2025
Q1 		$613K Buy
3,430
+1,541
+82% +$292K 0.01% 844
2024
Q4 		$355K Buy
1,889
+595
+46% +$118K 0.01% 860
2024
Q3 		$230K Sell
1,294
-174
-12% -$28.9K 0.01% 751
2024
Q2 		$222K Sell
1,468
-187
-11% -$27.3K ﹤0.01% 833
2024
Q1 		$243K Buy
1,655
+192
+13% +$26.6K 0.01% 775
2023
Q4 		$200K Buy
+1,463
New +$184K 0.01% 733
2023
Q3 		– Sell
-1,796
Closed -$222K – 771
2023
Q2 		$222K Buy
+1,796
New +$217K 0.01% 672

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

Merit Financial Group's MTB Position: Q2 2026 in Review

Merit Financial Group increased its M&T Bank (MTB) stake by 6.9% in Q2 2026, buying an estimated $132K and bringing the position to 9,354 shares worth $2.23M. The position accounts for 0.01% of the portfolio, ranked #710.

Merit Financial Group first reported a position in MTB in Q2 2023 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Merit Financial Group held 9,354 shares of M&T Bank worth $2.23M as of Q2 2026.
  • Merit Financial Group bought 605 M&T Bank shares in Q2 2026, an estimated $132K.
  • M&T Bank made up 0.01% of Merit Financial Group's portfolio in Q2 2026, its #710 holding.
  • Merit Financial Group first reported a position in M&T Bank in Q2 2023 and has held it in 12 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.