PWM
MTB icon

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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Perigon Wealth Management's MTB Position: Q1 2026 in Review

Perigon Wealth Management increased its M&T Bank (MTB) stake by 29% in Q1 2026, buying an estimated $63.9K and bringing the position to 1,316 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #1058.

Perigon Wealth Management first reported a position in MTB in Q4 2022 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Perigon Wealth Management held 1,316 shares of M&T Bank worth $272K as of Q1 2026.
  • Perigon Wealth Management bought 297 M&T Bank shares in Q1 2026, an estimated $63.9K.
  • M&T Bank made up ﹤0.01% of Perigon Wealth Management's portfolio in Q1 2026, its #1058 holding.
  • Perigon Wealth Management first reported a position in M&T Bank in Q4 2022 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Perigon Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.