MFG
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Monte Financial Group’s M&T Bank MTB Stock Holding History

Monte Financial Group’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 		$6.07M Buy
24,654
+528
+2% +$115K 1.94% 24
2026
Q1 		$4.99M Sell
24,126
-4,133
-15% -$890K 1.77% 29
2025
Q4 		$5.69M Buy
28,259
+2,595
+10% +$496K 2.12% 21
2025
Q3 		$5.07M Sell
25,664
-4,085
-14% -$802K 1.87% 28
2025
Q2 		$5.77M Sell
29,749
-100
-0.3% -$17.6K 2.24% 15
2025
Q1 		$4.78M Sell
29,849
-304
-1% -$57.7K 2.09% 26
2024
Q4 		$5.67M Sell
30,153
-404
-1% -$80.3K 2.43% 13
2024
Q3 		$5.44M Sell
30,557
-141
-0.5% -$23.4K 2.26% 24
2024
Q2 		$4.65M Sell
30,698
-794
-3% -$116K 2.05% 27
2024
Q1 		$4.58M Buy
31,492
+138
+0.4% +$19.1K 2.01% 27
2023
Q4 		$4.3M Buy
31,354
+5,365
+21% +$674K 2.01% 26
2023
Q3 		$3.29M Buy
25,989
+769
+3% +$100K 1.66% 30
2023
Q2 		$3.12M Buy
+25,220
New +$3.05M 1.52% 31

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

Monte Financial Group's MTB Position: Q2 2026 in Review

Monte Financial Group increased its M&T Bank (MTB) stake by 2.2% in Q2 2026, buying an estimated $115K and bringing the position to 24,654 shares worth $6.07M. The position accounts for 1.94% of the portfolio, ranked #24.

Monte Financial Group first reported a position in MTB in Q2 2023 and has held it in 13 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Monte Financial Group held 24,654 shares of M&T Bank worth $6.07M as of Q2 2026.
  • Monte Financial Group bought 528 M&T Bank shares in Q2 2026, an estimated $115K.
  • M&T Bank made up 1.94% of Monte Financial Group's portfolio in Q2 2026, its #24 holding.
  • Monte Financial Group first reported a position in M&T Bank in Q2 2023 and has held it in 13 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Monte Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.