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Mitchell McLeod Pugh & Williams’s M&T Bank MTB Stock Holding History

Mitchell McLeod Pugh & Williams’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 		$328K Hold
1,380
– – 0.04% 254
2026
Q1 		$285K Hold
1,380
– – 0.04% 249
2025
Q4 		$328K Buy
+1,380
New +$264K 0.05% 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 $3.38T AUM 44.17% 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

Mitchell McLeod Pugh & Williams's MTB Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams held its M&T Bank (MTB) position steady in Q2 2026 at 1,380 shares worth $328K. The position accounts for 0.04% of the portfolio, ranked #254.

Mitchell McLeod Pugh & Williams first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 1,380 shares of M&T Bank worth $328K as of Q2 2026.
  • Mitchell McLeod Pugh & Williams left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.04% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #254 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.