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Philip James Wealth Mangement’s M&T Bank MTB Stock Holding History

Philip James Wealth Mangement’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 		$745K Sell
3,130
-132
-4% -$28.9K 0.08% 93
2026
Q1 		$674K Hold
3,262
– – 0.08% 96
2025
Q4 		$657K Sell
3,262
-20
-0.6% -$3.82K 0.08% 104
2025
Q3 		$649K Sell
3,282
-150
-4% -$29.4K 0.08% 102
2025
Q2 		$666K Sell
3,432
-614
-15% -$108K 0.08% 98
2025
Q1 		$723K Sell
4,046
-50
-1% -$9.48K 0.09% 93
2024
Q4 		$770K Sell
4,096
-804
-16% -$160K 0.1% 87
2024
Q3 		$873K Buy
+4,900
New +$813K 0.11% 80

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

Philip James Wealth Mangement's MTB Position: Q2 2026 in Review

Philip James Wealth Mangement reduced its M&T Bank (MTB) stake by 4% in Q2 2026, selling an estimated $28.9K and leaving 3,130 shares worth $745K. The position accounts for 0.08% of the portfolio, ranked #93.

Philip James Wealth Mangement first reported a position in MTB in Q3 2024 and has held it in 8 quarters since. The position peaked at $873K in Q3 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Philip James Wealth Mangement held 3,130 shares of M&T Bank worth $745K as of Q2 2026.
  • Philip James Wealth Mangement sold 132 M&T Bank shares in Q2 2026, an estimated $28.9K.
  • M&T Bank made up 0.08% of Philip James Wealth Mangement's portfolio in Q2 2026, its #93 holding.
  • Philip James Wealth Mangement first reported a position in M&T Bank in Q3 2024 and has held it in 8 quarters since.
  • Philip James Wealth Mangement's M&T Bank position peaked at $873K in Q3 2024.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Philip James Wealth Mangement's 13F filing for Q2 2026, filed 27 Jul 2026.