Pathstone Holdings
MTB icon

Pathstone Holdings’s M&T Bank MTB Stock Holding History

Pathstone Holdings’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 		$7.87M Buy
33,078
+1,971
+6% +$431K 0.02% 492
2026
Q1 		$6.43M Sell
31,107
-429
-1% -$92.3K 0.03% 482
2025
Q4 		$6.35M Sell
31,536
-393
-1% -$75.1K 0.02% 474
2025
Q3 		$6.31M Sell
31,929
-113
-0.4% -$22.2K 0.02% 490
2025
Q2 		$6.22M Buy
32,042
+366
+1% +$64.6K 0.02% 473
2025
Q1 		$5.67M Buy
31,676
+2,787
+10% +$529K 0.02% 519
2024
Q4 		$5.43M Buy
28,889
+264
+0.9% +$52.5K 0.02% 516
2024
Q3 		$5.1M Buy
28,625
+185
+0.7% +$30.7K 0.02% 539
2024
Q2 		$4.3M Sell
28,440
-759
-3% -$111K 0.02% 583
2024
Q1 		$4.25M Buy
29,199
+1,396
+5% +$193K 0.02% 564
2023
Q4 		$3.81M Buy
+27,803
New +$3.49M 0.02% 509

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

Pathstone Holdings's MTB Position: Q2 2026 in Review

Pathstone Holdings increased its M&T Bank (MTB) stake by 6.3% in Q2 2026, buying an estimated $431K and bringing the position to 33,078 shares worth $7.87M. The position accounts for 0.02% of the portfolio, ranked #492.

Pathstone Holdings first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Pathstone Holdings held 33,078 shares of M&T Bank worth $7.87M as of Q2 2026.
  • Pathstone Holdings bought 1,971 M&T Bank shares in Q2 2026, an estimated $431K.
  • M&T Bank made up 0.02% of Pathstone Holdings's portfolio in Q2 2026, its #492 holding.
  • Pathstone Holdings first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.