Montgomery Financial Services’s M&T Bank MTB Stock Holding History

Montgomery Financial Services’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	$2.14K	Buy	+9	New	+$1.97K	﹤0.01%	268

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Montgomery Financial Services's MTB Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in M&T Bank (MTB) in Q2 2026: 9 shares worth $2.14K. The stake represents ﹤0.01% of the portfolio and ranks #268 among its holdings.

1,100 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Montgomery Financial Services held 9 shares of M&T Bank worth $2.14K as of Q2 2026.
M&T Bank was a new Montgomery Financial Services position in Q2 2026.
M&T Bank made up ﹤0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #268 holding.
1,100 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.