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

Modern 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	$518K	Sell	2,177 -2,831	-57%	-$619K	0.01%	709
2026 Q1	$1.05M	Sell	5,008 -12	-0.2%	-$2.58K	0.02%	415
2025 Q4	$1.01M	Buy	5,020 +238	+5%	+$45.5K	0.02%	400
2025 Q3	$945K	Sell	4,782 -141	-3%	-$27.7K	0.02%	399
2025 Q2	$955K	Buy	4,923 +103	+2%	+$18.2K	0.02%	378
2025 Q1	$862K	Sell	4,820 -34	-0.7%	-$6.45K	0.03%	325
2024 Q4	$913K	Buy	4,854 +6	+0.1%	+$1.19K	0.03%	265
2024 Q3	$864K	Buy	4,848 +125	+3%	+$20.7K	0.05%	180
2024 Q2	$715K	Sell	4,723 -54	-1%	-$7.89K	0.05%	169
2024 Q1	$695K	Buy	+4,777	New	+$662K	0.06%	141

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

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

Modern Wealth Management reduced its M&T Bank (MTB) stake by 57% in Q2 2026, selling an estimated $619K and leaving 2,177 shares worth $518K. The position accounts for 0.01% of the portfolio, ranked #709.

Modern Wealth Management first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q1 2026. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Modern Wealth Management held 2,177 shares of M&T Bank worth $518K as of Q2 2026.
Modern Wealth Management sold 2,831 M&T Bank shares in Q2 2026, an estimated $619K.
M&T Bank made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #709 holding.
Modern Wealth Management first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
Modern Wealth Management's M&T Bank position peaked at $1.05M in Q1 2026.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.