Mount Yale Investment Advisors’s M&T Bank MTB Stock Holding History

Mount Yale Investment 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	$1.87M	Buy	7,855 +937	+14%	+$205K	0.03%	426
2026 Q1	$1.43M	Buy	6,918 +677	+11%	+$146K	0.03%	448
2025 Q4	$1.26M	Buy	6,241 +3,901	+167%	+$745K	0.06%	276
2025 Q3	$462K	Buy	2,340 +1,653	+241%	+$324K	0.03%	433
2025 Q2	$133K	Buy	+687	New	+$121K	0.01%	613
2018 Q4	–	Sell	-32	Closed	-$5K	–	596
2018 Q3	$5K	Sell	32 -50	-61%	-$8.68K	﹤0.01%	880
2018 Q2	$14K	Hold	82	–	–	﹤0.01%	849
2018 Q1	$15K	Buy	+82	New	+$15.3K	﹤0.01%	810

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MTB Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its M&T Bank (MTB) stake by 14% in Q2 2026, buying an estimated $205K and bringing the position to 7,855 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #426.

Mount Yale Investment Advisors first reported a position in MTB in Q1 2018 and has held it in 8 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Mount Yale Investment Advisors held 7,855 shares of M&T Bank worth $1.87M as of Q2 2026.
Mount Yale Investment Advisors bought 937 M&T Bank shares in Q2 2026, an estimated $205K.
M&T Bank made up 0.03% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #426 holding.
Mount Yale Investment Advisors first reported a position in M&T Bank in Q1 2018 and has held it in 8 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.