Mirabella Financial Services’s M&T Bank MTB Stock Holding History

Mirabella Financial Services’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	$814K	Sell	3,419 -713	-17%	-$156K	0.08%	134
2026 Q1	$854K	Sell	4,132 -1,748	-30%	-$376K	0.08%	160
2025 Q4	$1.18M	Buy	+5,880	New	+$1.12M	0.11%	92
2024 Q2	–	Sell	-5,976	Closed	-$869K	–	608
2024 Q1	$869K	Sell	5,976 -155	-3%	-$21.5K	0.06%	204
2023 Q4	$840K	Buy	+6,131	New	+$770K	0.11%	147
2023 Q3	–	Sell	-21,800	Closed	-$2.7M	–	546
2023 Q2	$2.7M	Buy	+21,800	New	+$2.64M	0.3%	97
2023 Q1	–	Sell	-3,508	Closed	-$509K	–	528
2022 Q4	$509K	Sell	3,508 -4,799	-58%	-$789K	0.05%	199
2022 Q3	$1.45M	Sell	8,307 -9,106	-52%	-$1.61M	0.15%	92
2022 Q2	$2.83M	Buy	+17,413	New	+$2.93M	0.28%	77
2021 Q4	–	Sell	-1,838	Closed	-$274K	–	543
2021 Q3	$274K	Buy	+1,838	New	+$255K	0.04%	333
2020 Q4	–	Sell	-2,890	Closed	-$266K	–	424
2020 Q3	$266K	Buy	+2,890	New	+$295K	0.04%	227

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mirabella Financial Services's MTB Position: Q2 2026 in Review

Mirabella Financial Services reduced its M&T Bank (MTB) stake by 17% in Q2 2026, selling an estimated $156K and leaving 3,419 shares worth $814K. The position accounts for 0.08% of the portfolio, ranked #134.

Mirabella Financial Services first reported a position in MTB in Q3 2020 and has held it in 11 quarters since. The position peaked at $2.83M in Q2 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Mirabella Financial Services held 3,419 shares of M&T Bank worth $814K as of Q2 2026.
Mirabella Financial Services sold 713 M&T Bank shares in Q2 2026, an estimated $156K.
M&T Bank made up 0.08% of Mirabella Financial Services's portfolio in Q2 2026, its #134 holding.
Mirabella Financial Services first reported a position in M&T Bank in Q3 2020 and has held it in 11 quarters since.
Mirabella Financial Services's M&T Bank position peaked at $2.83M in Q2 2022.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.