MYIA
MTB icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mount Yale Investment Advisors's MTB Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its M&T Bank (MTB) stake by 11% in Q1 2026, buying an estimated $146K and bringing the position to 6,918 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #448.

Mount Yale Investment Advisors first reported a position in MTB in Q1 2018 and has held it in 7 quarters since. 1,108 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Mount Yale Investment Advisors held 6,918 shares of M&T Bank worth $1.43M as of Q1 2026.
  • Mount Yale Investment Advisors bought 677 M&T Bank shares in Q1 2026, an estimated $146K.
  • M&T Bank made up 0.03% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #448 holding.
  • Mount Yale Investment Advisors first reported a position in M&T Bank in Q1 2018 and has held it in 7 quarters since.
  • 1,108 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.