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Millstone Evans Group’s M&T Bank MTB Stock Holding History

Millstone Evans 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 		$31.2K Buy
131
+6
+5% +$1.31K 0.02% 441
2026
Q1 		$25.8K Hold
125
– – 0.02% 450
2025
Q4 		$25.2K Hold
125
– – 0.01% 439
2025
Q3 		$24.7K Hold
125
– – 0.02% 428
2025
Q2 		$24.2K Hold
125
– – 0.02% 421
2025
Q1 		$22.3K Hold
125
– – 0.02% 434
2024
Q4 		$23.5K Buy
+125
New +$24.8K 0.02% 399

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

Millstone Evans Group's MTB Position: Q2 2026 in Review

Millstone Evans Group increased its M&T Bank (MTB) stake by 4.8% in Q2 2026, buying an estimated $1.31K and bringing the position to 131 shares worth $31.2K. The position accounts for 0.02% of the portfolio, ranked #441.

Millstone Evans Group first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Millstone Evans Group held 131 shares of M&T Bank worth $31.2K as of Q2 2026.
  • Millstone Evans Group bought 6 M&T Bank shares in Q2 2026, an estimated $1.31K.
  • M&T Bank made up 0.02% of Millstone Evans Group's portfolio in Q2 2026, its #441 holding.
  • Millstone Evans Group first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.