Novak & Powell Financial Services’s M&T Bank MTB Stock Holding History

Novak & Powell Financial Services’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	$350K	Buy	1,695 +9	+0.5%	+$1.94K	0.19%	107
2025 Q4	$340K	Buy	1,686 +9	+0.5%	+$1.72K	0.18%	106
2025 Q3	$331K	Buy	1,677 +9	+0.5%	+$1.77K	0.17%	109
2025 Q2	$324K	Buy	1,668 +9	+0.5%	+$1.59K	0.22%	98
2025 Q1	$297K	Buy	1,659 +9	+0.5%	+$1.71K	0.18%	110
2024 Q4	$310K	Buy	1,650 +8	+0.5%	+$1.59K	0.18%	103
2024 Q3	$292K	Buy	1,642 +9	+0.6%	+$1.49K	0.17%	112
2024 Q2	$247K	Buy	1,633 +21	+1%	+$3.07K	0.15%	117
2024 Q1	$234K	Hold	1,612	–	–	0.18%	116
2023 Q4	$221K	Buy	+1,612	New	+$203K	0.15%	123

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Novak & Powell Financial Services's MTB Position: Q1 2026 in Review

Novak & Powell Financial Services increased its M&T Bank (MTB) stake by 0.53% in Q1 2026, buying an estimated $1.94K and bringing the position to 1,695 shares worth $350K. The position accounts for 0.19% of the portfolio, ranked #107.

Novak & Powell Financial Services first reported a position in MTB in Q4 2023 and has held it in 10 quarters since. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Novak & Powell Financial Services held 1,695 shares of M&T Bank worth $350K as of Q1 2026.
Novak & Powell Financial Services bought 9 M&T Bank shares in Q1 2026, an estimated $1.94K.
M&T Bank made up 0.19% of Novak & Powell Financial Services's portfolio in Q1 2026, its #107 holding.
Novak & Powell Financial Services first reported a position in M&T Bank in Q4 2023 and has held it in 10 quarters since.
1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Novak & Powell Financial Services's 13F filing for Q1 2026, filed 14 May 2026.