Portus Wealth Advisors’s M&T Bank MTB Stock Holding History

Portus Wealth Advisors’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	–	Sell	-3	Closed	-$620	–	357
2026 Q1	$620	Buy	+3	New	+$646	﹤0.01%	455

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

Portus Wealth Advisors's MTB Position: Q2 2026 in Review

Portus Wealth Advisors sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 3 shares — an estimated $620 sold.

Portus Wealth Advisors first reported a position in MTB in Q1 2026 and held it in 1 quarter. The position peaked at $620 in Q1 2026. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Portus Wealth Advisors reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Portus Wealth Advisors sold 3 M&T Bank shares in Q2 2026, an estimated $620.
Portus Wealth Advisors first reported a position in M&T Bank in Q1 2026 and held it in 1 quarter.
Portus Wealth Advisors's M&T Bank position peaked at $620 in Q1 2026.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Portus Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.