Perigon Wealth Management’s M&T Bank MTB Stock Holding History

Perigon Wealth Management’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	$367K	Buy	1,541 +225	+17%	+$49.2K	0.01%	1023
2026 Q1	$272K	Buy	1,316 +297	+29%	+$63.9K	﹤0.01%	1058
2025 Q4	$205K	Buy	+1,019	New	+$195K	﹤0.01%	1242
2023 Q1	–	Sell	-1,757	Closed	-$255K	–	721
2022 Q4	$255K	Buy	+1,757	New	+$289K	0.02%	583

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

Perigon Wealth Management's MTB Position: Q2 2026 in Review

Perigon Wealth Management increased its M&T Bank (MTB) stake by 17% in Q2 2026, buying an estimated $49.2K and bringing the position to 1,541 shares worth $367K. The position accounts for 0.01% of the portfolio, ranked #1023.

Perigon Wealth Management first reported a position in MTB in Q4 2022 and has held it in 4 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Perigon Wealth Management held 1,541 shares of M&T Bank worth $367K as of Q2 2026.
Perigon Wealth Management bought 225 M&T Bank shares in Q2 2026, an estimated $49.2K.
M&T Bank made up 0.01% of Perigon Wealth Management's portfolio in Q2 2026, its #1023 holding.
Perigon Wealth Management first reported a position in M&T Bank in Q4 2022 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 Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.