OF
MTB icon

Optimize Financial’s M&T Bank MTB Stock Holding History

Optimize Financial’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 		$537K Sell
2,256
-7
-0.3% -$1.53K 0.19% 118
2026
Q1 		$468K Sell
2,263
-30
-1% -$6.46K 0.23% 117
2025
Q4 		$462K Buy
2,293
+26
+1% +$4.97K 0.23% 165
2025
Q3 		$448K Buy
+2,267
New +$445K 0.23% 159

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 $3.37T AUM 44.26% 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

Optimize Financial's MTB Position: Q2 2026 in Review

Optimize Financial reduced its M&T Bank (MTB) stake by 0.31% in Q2 2026, selling an estimated $1.53K and leaving 2,256 shares worth $537K. The position accounts for 0.19% of the portfolio, ranked #118.

Optimize Financial first reported a position in MTB in Q3 2025 and has held it in 4 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Optimize Financial held 2,256 shares of M&T Bank worth $537K as of Q2 2026.
  • Optimize Financial sold 7 M&T Bank shares in Q2 2026, an estimated $1.53K.
  • M&T Bank made up 0.19% of Optimize Financial's portfolio in Q2 2026, its #118 holding.
  • Optimize Financial first reported a position in M&T Bank in Q3 2025 and has held it in 4 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.