MA
MTB icon

MONECO Advisors’s M&T Bank MTB Stock Holding History

MONECO Advisors’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 		$524K Buy
2,200
+118
+6% +$25.8K 0.03% 360
2026
Q1 		$430K Buy
2,082
+9
+0.4% +$1.94K 0.03% 333
2025
Q4 		$418K Sell
2,073
-17
-0.8% -$3.25K 0.03% 331
2025
Q3 		$413K Buy
2,090
+23
+1% +$4.51K 0.03% 338
2025
Q2 		$401K Sell
2,067
-8
-0.4% -$1.41K 0.04% 335
2025
Q1 		$371K Sell
2,075
-1
-0% -$190 0.04% 328
2024
Q4 		$390K Sell
2,076
-438
-17% -$87.1K 0.04% 324
2024
Q3 		$448K Sell
2,514
-15
-0.6% -$2.49K 0.06% 277
2024
Q2 		$383K Sell
2,529
-270
-10% -$39.4K 0.06% 273
2024
Q1 		$407K Sell
2,799
-810
-22% -$112K 0.06% 266
2023
Q4 		$495K Buy
3,609
+507
+16% +$63.7K 0.09% 218
2023
Q3 		$392K Buy
3,102
+165
+6% +$21.5K 0.11% 214
2023
Q2 		$363K Buy
2,937
+73
+3% +$8.83K 0.1% 221
2023
Q1 		$342K Buy
2,864
+247
+9% +$35.9K 0.1% 221
2022
Q4 		$380K Buy
2,617
+857
+49% +$141K 0.14% 163
2022
Q3 		$310K Sell
1,760
-7
-0.4% -$1.24K 0.12% 178
2022
Q2 		$282K Buy
+1,767
New +$297K 0.11% 185

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

MONECO Advisors's MTB Position: Q2 2026 in Review

MONECO Advisors increased its M&T Bank (MTB) stake by 5.7% in Q2 2026, buying an estimated $25.8K and bringing the position to 2,200 shares worth $524K. The position accounts for 0.03% of the portfolio, ranked #360.

MONECO Advisors first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • MONECO Advisors held 2,200 shares of M&T Bank worth $524K as of Q2 2026.
  • MONECO Advisors bought 118 M&T Bank shares in Q2 2026, an estimated $25.8K.
  • M&T Bank made up 0.03% of MONECO Advisors's portfolio in Q2 2026, its #360 holding.
  • MONECO Advisors first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.