NBC Securities’s M&T Bank MTB Stock Holding History

NBC Securities’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	$63.1K	Buy	265 +1	+0.4%	+$219	﹤0.01%	1216
2026 Q1	$54.6K	Sell	264 -7	-3%	-$1.51K	﹤0.01%	1285
2025 Q4	$54.6K	Buy	271 +10	+4%	+$1.91K	﹤0.01%	1317
2025 Q3	$51.6K	Hold	261	–	–	﹤0.01%	1319
2025 Q2	$50K	Sell	261 -268	-51%	-$47.3K	﹤0.01%	1335
2025 Q1	$94K	Buy	+529	New	+$100K	0.01%	996
2024 Q4	–	Sell	-1,888	Closed	-$336K	–	1781
2024 Q3	$336K	Sell	1,888 -125	-6%	-$20.7K	0.03%	603
2024 Q2	$304K	Sell	2,013 -57	-3%	-$8.33K	0.03%	606
2024 Q1	$311K	Sell	2,070 -294	-12%	-$40.7K	0.03%	596
2023 Q4	$324K	Sell	2,364 -7	-0.3%	-$880	0.03%	552
2023 Q3	$299K	Buy	+2,371	New	+$309K	0.03%	549

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

NBC Securities's MTB Position: Q2 2026 in Review

NBC Securities increased its M&T Bank (MTB) stake by 0.38% in Q2 2026, buying an estimated $219 and bringing the position to 265 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1216.

NBC Securities first reported a position in MTB in Q3 2023 and has held it in 11 quarters since. The position peaked at $336K in Q3 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

NBC Securities held 265 shares of M&T Bank worth $63.1K as of Q2 2026.
NBC Securities bought 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1216 holding.
NBC Securities first reported a position in M&T Bank in Q3 2023 and has held it in 11 quarters since.
NBC Securities's M&T Bank position peaked at $336K in Q3 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.