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

Mosley 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
Q3 		$3.06K Hold
14
– – ﹤0.01% 458
2026
Q2 		$3.33K Buy
+14
New +$3.06K ﹤0.01% 458

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Mosley Wealth Management's MTB Position: Q3 2026 in Review

Mosley Wealth Management held its M&T Bank (MTB) position steady in Q3 2026 at 14 shares worth $3.06K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Mosley Wealth Management first reported a position in MTB in Q2 2026 and has held it in 2 quarters since. The position peaked at $3.33K in Q2 2026. 881 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Mosley Wealth Management held 14 shares of M&T Bank worth $3.06K as of Q3 2026.
  • Mosley Wealth Management left its M&T Bank share count unchanged in Q3 2026.
  • M&T Bank made up ﹤0.01% of Mosley Wealth Management's portfolio in Q3 2026, its #458 holding.
  • Mosley Wealth Management first reported a position in M&T Bank in Q2 2026 and has held it in 2 quarters since.
  • Mosley Wealth Management's M&T Bank position peaked at $3.33K in Q2 2026.
  • 881 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.