Precedent Wealth Partners’s M&T Bank MTB Stock Holding History

Precedent Wealth Partners’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	$229K	Buy	+962	New	+$210K	0.04%	197

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

Precedent Wealth Partners's MTB Position: Q2 2026 in Review

Precedent Wealth Partners opened a new position in M&T Bank (MTB) in Q2 2026: 962 shares worth $229K. The stake represents 0.04% of the portfolio and ranks #197 among its holdings.

1,156 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Precedent Wealth Partners held 962 shares of M&T Bank worth $229K as of Q2 2026.
M&T Bank was a new Precedent Wealth Partners position in Q2 2026.
M&T Bank made up 0.04% of Precedent Wealth Partners's portfolio in Q2 2026, its #197 holding.
1,156 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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