New England Capital Financial Advisors’s M&T Bank MTB Stock Holding History

New England Capital Financial 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	$3.39K	Hold	14	–	–	﹤0.01%	342
2026 Q1	$2.94K	Hold	14	–	–	﹤0.01%	335
2025 Q4	$2.85K	Hold	14	–	–	﹤0.01%	333
2025 Q3	$2.79K	Hold	14	–	–	﹤0.01%	335
2025 Q2	$2.73K	Hold	14	–	–	﹤0.01%	330
2025 Q1	$2.51K	Hold	14	–	–	﹤0.01%	303
2024 Q4	$2.63K	Hold	14	–	–	﹤0.01%	306
2024 Q3	$2.48K	Sell	14 -15	-52%	-$2.49K	﹤0.01%	305
2024 Q2	$4.45K	Sell	29 -8	-22%	-$1.17K	﹤0.01%	277
2024 Q1	$5.39K	Hold	37	–	–	﹤0.01%	261
2023 Q4	$5.08K	Hold	37	–	–	﹤0.01%	273
2023 Q3	$4.67K	Buy	37 +31	+517%	+$4.04K	﹤0.01%	269
2023 Q2	$731	Hold	6	–	–	﹤0.01%	346
2023 Q1	$699	Sell	6 -11	-65%	-$1.6K	﹤0.01%	389
2022 Q4	$2.58K	Buy	+17	New	+$2.79K	﹤0.01%	331

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

New England Capital Financial Advisors's MTB Position: Q2 2026 in Review

New England Capital Financial Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 14 shares worth $3.39K. The position accounts for ﹤0.01% of the portfolio, ranked #342.

New England Capital Financial Advisors first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.39K in Q1 2024. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

New England Capital Financial Advisors held 14 shares of M&T Bank worth $3.39K as of Q2 2026.
New England Capital Financial Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #342 holding.
New England Capital Financial Advisors first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
New England Capital Financial Advisors's M&T Bank position peaked at $5.39K in Q1 2024.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.