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

Premier Path 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 		$549K Buy
2,306
+310
+16% +$67.8K 0.06% 255
2026
Q1 		$413K Buy
1,996
+138
+7% +$29.7K 0.05% 300
2025
Q4 		$374K Sell
1,858
-49
-3% -$9.36K 0.05% 287
2025
Q3 		$377K Sell
1,907
-16
-0.8% -$3.14K 0.05% 300
2025
Q2 		$373K Buy
1,923
+14
+0.7% +$2.47K 0.05% 287
2025
Q1 		$341K Buy
1,909
+52
+3% +$9.86K 0.05% 286
2024
Q4 		$349K Buy
1,857
+31
+2% +$6.16K 0.05% 275
2024
Q3 		$325K Buy
1,826
+80
+5% +$13.3K 0.05% 289
2024
Q2 		$264K Buy
1,746
+46
+3% +$6.72K 0.05% 314
2024
Q1 		$247K Buy
1,700
+110
+7% +$15.2K 0.05% 300
2023
Q4 		$209K Buy
+1,590
New +$200K 0.05% 321

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

Premier Path Wealth Partners's MTB Position: Q2 2026 in Review

Premier Path Wealth Partners increased its M&T Bank (MTB) stake by 16% in Q2 2026, buying an estimated $67.8K and bringing the position to 2,306 shares worth $549K. The position accounts for 0.06% of the portfolio, ranked #255.

Premier Path Wealth Partners first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Premier Path Wealth Partners held 2,306 shares of M&T Bank worth $549K as of Q2 2026.
  • Premier Path Wealth Partners bought 310 M&T Bank shares in Q2 2026, an estimated $67.8K.
  • M&T Bank made up 0.06% of Premier Path Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • Premier Path Wealth Partners first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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