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OneDigital Investment Advisors’s M&T Bank MTB Stock Holding History

OneDigital Investment 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 		$645K Buy
2,709
+241
+10% +$52.7K 0.01% 932
2026
Q1 		$510K Sell
2,468
-523
-17% -$113K 0.01% 943
2025
Q4 		$603K Sell
2,991
-368
-11% -$70.3K 0.01% 874
2025
Q3 		$664K Sell
3,359
-87
-3% -$17.1K 0.01% 817
2025
Q2 		$668K Buy
3,446
+12
+0.3% +$2.12K 0.01% 790
2025
Q1 		$614K Buy
3,434
+259
+8% +$49.1K 0.01% 781
2024
Q4 		$597K Sell
3,175
-858
-21% -$171K 0.01% 817
2024
Q3 		$718K Sell
4,033
-133
-3% -$22.1K 0.01% 784
2024
Q2 		$631K Sell
4,166
-3,560
-46% -$520K 0.01% 802
2024
Q1 		$1.12M Buy
7,726
+197
+3% +$27.3K 0.02% 472
2023
Q4 		$1.03M Buy
7,529
+1,770
+31% +$222K 0.02% 466
2023
Q3 		$728K Buy
5,759
+2,705
+89% +$353K 0.02% 521
2023
Q2 		$378K Sell
3,054
-2,980
-49% -$361K 0.01% 730
2023
Q1 		$721K Buy
6,034
+113
+2% +$16.4K 0.02% 495
2022
Q4 		$859K Buy
5,921
+286
+5% +$47K 0.02% 389
2022
Q3 		$994K Buy
5,635
+1,662
+42% +$294K 0.04% 294
2022
Q2 		$633K Buy
+3,973
New +$668K 0.03% 363
2019
Q3 		– Sell
-129
Closed -$22K – 939
2019
Q2 		$22K Hold
129
– – ﹤0.01% 783
2019
Q1 		$20K Hold
129
– – ﹤0.01% 728
2018
Q4 		$18K Sell
129
-13
-9% -$2.08K ﹤0.01% 721
2018
Q3 		$23K Hold
142
– – 0.01% 622
2018
Q2 		$24K Hold
142
– – 0.01% 746
2018
Q1 		$26K Hold
142
– – 0.01% 714
2017
Q4 		$24K Hold
142
– – ﹤0.01% 744
2017
Q3 		$23K Hold
142
– – 0.01% 597
2017
Q2 		$23K Buy
+142
New +$22.4K 0.01% 702

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

OneDigital Investment Advisors's MTB Position: Q2 2026 in Review

OneDigital Investment Advisors increased its M&T Bank (MTB) stake by 9.8% in Q2 2026, buying an estimated $52.7K and bringing the position to 2,709 shares worth $645K. The position accounts for 0.01% of the portfolio, ranked #932.

OneDigital Investment Advisors first reported a position in MTB in Q2 2017 and has held it in 26 quarters since. The position peaked at $1.12M in Q1 2024. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • OneDigital Investment Advisors held 2,709 shares of M&T Bank worth $645K as of Q2 2026.
  • OneDigital Investment Advisors bought 241 M&T Bank shares in Q2 2026, an estimated $52.7K.
  • M&T Bank made up 0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #932 holding.
  • OneDigital Investment Advisors first reported a position in M&T Bank in Q2 2017 and has held it in 26 quarters since.
  • OneDigital Investment Advisors's M&T Bank position peaked at $1.12M in Q1 2024.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.