Moneta Group Investment Advisors’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$228K Buy
+958
New +$209K ﹤0.01% 790
2025
Q4
Sell
-1,053
Closed -$208K 839
2025
Q3
$208K Buy
+1,053
New +$207K ﹤0.01% 748
2024
Q3
Sell
-1,939
Closed -$293K 663
2024
Q2
$293K Buy
+1,939
New +$283K ﹤0.01% 489
2015
Q4
Sell
-128
Closed -$16K 314
2015
Q3
$16K Buy
+128
New +$16K ﹤0.01% 355

Other funds holding MTB

Moneta Group Investment Advisors's MTB Position: Q2 2026 in Review

Moneta Group Investment Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 958 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #790 among its holdings. This is a return to the name: Moneta Group Investment Advisors previously reported a position in MTB as recently as Q3 2025.

Moneta Group Investment Advisors first reported a position in MTB in Q3 2015 and has held it in 4 quarters since. The position peaked at $293K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Moneta Group Investment Advisors held 958 shares of M&T Bank worth $228K as of Q2 2026.
  • M&T Bank was a new Moneta Group Investment Advisors position in Q2 2026.
  • M&T Bank made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #790 holding.
  • Moneta Group Investment Advisors first reported a position in M&T Bank in Q3 2015 and has held it in 4 quarters since.
  • Moneta Group Investment Advisors's M&T Bank position peaked at $293K in Q2 2024.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.