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

Mission 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 		$636K Buy
2,672
+543
+26% +$119K 0.01% 604
2026
Q1 		$440K Buy
2,129
+50
+2% +$10.8K 0.01% 522
2025
Q4 		$419K Buy
+2,079
New +$397K 0.01% 535

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

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

Mission Wealth Management increased its M&T Bank (MTB) stake by 26% in Q2 2026, buying an estimated $119K and bringing the position to 2,672 shares worth $636K. The position accounts for 0.01% of the portfolio, ranked #604.

Mission Wealth Management first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Mission Wealth Management held 2,672 shares of M&T Bank worth $636K as of Q2 2026.
  • Mission Wealth Management bought 543 M&T Bank shares in Q2 2026, an estimated $119K.
  • M&T Bank made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #604 holding.
  • Mission Wealth Management first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.