PDS Planning’s M&T Bank MTB Stock Holding History

PDS Planning’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	$216K	Buy	907 +6	+0.7%	+$1.31K	0.01%	547
2026 Q1	$186K	Buy	901 +1	+0.1%	+$215	0.01%	530
2025 Q4	$181K	Sell	900 -4	-0.4%	-$764	0.01%	527
2025 Q3	$179K	Hold	904	–	–	0.01%	514
2025 Q2	$175K	Buy	+904	New	+$160K	0.01%	493

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

PDS Planning's MTB Position: Q2 2026 in Review

PDS Planning increased its M&T Bank (MTB) stake by 0.67% in Q2 2026, buying an estimated $1.31K and bringing the position to 907 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #547.

PDS Planning first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

PDS Planning held 907 shares of M&T Bank worth $216K as of Q2 2026.
PDS Planning bought 6 M&T Bank shares in Q2 2026, an estimated $1.31K.
M&T Bank made up 0.01% of PDS Planning's portfolio in Q2 2026, its #547 holding.
PDS Planning first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.