Occidental Asset Management’s M&T Bank MTB Stock Holding History

Occidental Asset Management’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	$581K	Buy	+2,439	New	+$533K	0.06%	179

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

Occidental Asset Management's MTB Position: Q2 2026 in Review

Occidental Asset Management opened a new position in M&T Bank (MTB) in Q2 2026: 2,439 shares worth $581K. The stake represents 0.06% of the portfolio and ranks #179 among its holdings.

1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Occidental Asset Management held 2,439 shares of M&T Bank worth $581K as of Q2 2026.
M&T Bank was a new Occidental Asset Management position in Q2 2026.
M&T Bank made up 0.06% of Occidental Asset Management's portfolio in Q2 2026, its #179 holding.
1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Occidental Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.