MPWM Advisory Solutions’s M&T Bank MTB Stock Holding History

MPWM Advisory Solutions’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	$15.6K	Hold	65	–	–	0.01%	308
2026 Q1	$13.4K	Buy	65 +1	+2%	+$215	0.01%	310
2025 Q4	$13K	Buy	+64	New	+$12.2K	0.01%	298

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 $3.37T 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

MPWM Advisory Solutions's MTB Position: Q2 2026 in Review

MPWM Advisory Solutions held its M&T Bank (MTB) position steady in Q2 2026 at 65 shares worth $15.6K. The position accounts for 0.01% of the portfolio, ranked #308.

MPWM Advisory Solutions first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

MPWM Advisory Solutions held 65 shares of M&T Bank worth $15.6K as of Q2 2026.
MPWM Advisory Solutions left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.01% of MPWM Advisory Solutions's portfolio in Q2 2026, its #308 holding.
MPWM Advisory Solutions first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.