Pinnacle Wealth Planning Services’s M&T Bank MTB Stock Holding History

Pinnacle Wealth Planning Services’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	$56.2K	Buy	236 +6	+3%	+$1.31K	0.01%	1188
2026 Q1	$47.5K	Buy	230 +29	+14%	+$6.24K	﹤0.01%	1233
2025 Q4	$40.5K	Buy	+201	New	+$38.4K	﹤0.01%	1350
2023 Q2	–	Sell	-4,347	Closed	-$520K	–	495
2023 Q1	$520K	Buy	+4,347	New	+$631K	0.09%	168
2021 Q1	–	Sell	-64	Closed	-$8K	–	1343
2020 Q4	$8K	Buy	+64	New	+$7.29K	﹤0.01%	1474

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

Pinnacle Wealth Planning Services's MTB Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its M&T Bank (MTB) stake by 2.6% in Q2 2026, buying an estimated $1.31K and bringing the position to 236 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #1188.

Pinnacle Wealth Planning Services first reported a position in MTB in Q4 2020 and has held it in 5 quarters since. The position peaked at $520K in Q1 2023. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Pinnacle Wealth Planning Services held 236 shares of M&T Bank worth $56.2K as of Q2 2026.
Pinnacle Wealth Planning Services bought 6 M&T Bank shares in Q2 2026, an estimated $1.31K.
M&T Bank made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1188 holding.
Pinnacle Wealth Planning Services first reported a position in M&T Bank in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's M&T Bank position peaked at $520K in Q1 2023.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.