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Patriot Financial Group Insurance Agency’s M&T Bank MTB Stock Holding History

Patriot Financial Group Insurance Agency’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 		$875K Sell
3,675
-3,651
-50% -$798K 0.09% 249
2026
Q1 		$1.51M Buy
7,326
+3,677
+101% +$791K 0.09% 247
2025
Q4 		$735K Buy
3,649
+12
+0.3% +$2.29K 0.09% 244
2025
Q3 		$719K Buy
3,637
+17
+0.5% +$3.34K 0.09% 234
2025
Q2 		$702K Buy
3,620
+8
+0.2% +$1.41K 0.08% 262
2025
Q1 		$646K Sell
3,612
-508
-12% -$96.3K 0.09% 248
2024
Q4 		$775K Buy
4,120
+10
+0.2% +$1.99K 0.1% 214
2024
Q3 		$732K Buy
4,110
+50
+1% +$8.29K 0.1% 225
2024
Q2 		$615K Buy
4,060
+37
+0.9% +$5.41K 0.09% 240
2024
Q1 		$585K Sell
4,023
-148
-4% -$20.5K 0.09% 240
2023
Q4 		$572K Sell
4,171
-157
-4% -$19.7K 0.11% 216
2023
Q3 		$547K Sell
4,328
-1,669
-28% -$218K 0.11% 214
2023
Q2 		$742K Sell
5,997
-25
-0.4% -$3.02K 0.14% 171
2023
Q1 		$720K Buy
6,022
+27
+0.5% +$3.92K 0.15% 165
2022
Q4 		$870K Buy
5,995
+28
+0.5% +$4.6K 0.12% 123
2022
Q3 		$1.05M Buy
5,967
+8
+0.1% +$1.42K 0.26% 90
2022
Q2 		$950K Buy
+5,959
New +$1M 0.19% 110
2021
Q4 		– Sell
-19
Closed -$3K – 2217
2021
Q3 		$3K Buy
+19
New +$2.63K ﹤0.01% 1856
2018
Q2 		– Sell
-1,331
Closed -$239K – 804
2018
Q1 		$239K Buy
1,331
+50
+4% +$9.32K 0.18% 118
2017
Q4 		$221K Buy
1,281
+233
+22% +$38.7K 0.17% 113
2017
Q3 		$169K Buy
1,048
+878
+516% +$138K 0.15% 118
2017
Q2 		$28K Hold
170
– – 0.03% 332
2017
Q1 		$26K Hold
170
– – 0.03% 314
2016
Q4 		$27K Buy
+170
New +$23K 0.04% 302

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MTB Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its M&T Bank (MTB) stake by 50% in Q2 2026, selling an estimated $798K and leaving 3,675 shares worth $875K. The position accounts for 0.09% of the portfolio, ranked #249.

Patriot Financial Group Insurance Agency first reported a position in MTB in Q4 2016 and has held it in 24 quarters since. The position peaked at $1.51M in Q1 2026. 681 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 3,675 shares of M&T Bank worth $875K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 3,651 M&T Bank shares in Q2 2026, an estimated $798K.
  • M&T Bank made up 0.09% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #249 holding.
  • Patriot Financial Group Insurance Agency first reported a position in M&T Bank in Q4 2016 and has held it in 24 quarters since.
  • Patriot Financial Group Insurance Agency's M&T Bank position peaked at $1.51M in Q1 2026.
  • 681 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.