Prestige Wealth Management Group’s M&T Bank MTB Stock Holding History

Prestige Wealth Management Group’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	$15K	Hold	63	–	–	﹤0.01%	390
2026 Q1	$13K	Hold	63	–	–	﹤0.01%	389
2025 Q4	$12.7K	Sell	63 -75	-54%	-$14.3K	﹤0.01%	409
2025 Q3	$27.3K	Sell	138 -25	-15%	-$4.91K	0.01%	330
2025 Q2	$31.6K	Hold	163	–	–	0.01%	308
2025 Q1	$29.1K	Hold	163	–	–	0.01%	307
2024 Q4	$30.6K	Hold	163	–	–	0.01%	311
2024 Q3	$29K	Sell	163 -3,157	-95%	-$523K	0.01%	309
2024 Q2	$503K	Sell	3,320 -52	-2%	-$7.6K	0.11%	86
2024 Q1	$490K	Buy	3,372 +1,505	+81%	+$209K	0.11%	89
2023 Q4	$256K	Buy	1,867 +1,839	+6,568%	+$231K	0.06%	126
2023 Q3	$3.54K	Hold	28	–	–	﹤0.01%	639
2023 Q2	$3.47K	Sell	28 -3	-10%	-$363	﹤0.01%	673
2023 Q1	$3.71K	Sell	31 -41	-57%	-$5.95K	﹤0.01%	644
2022 Q4	$10.4K	Buy	72 +45	+167%	+$7.4K	﹤0.01%	454
2022 Q3	$5K	Buy	27 +6	+29%	+$1.06K	﹤0.01%	562
2022 Q2	$3K	Buy	21 +11	+110%	+$1.85K	﹤0.01%	695
2022 Q1	$2K	Hold	10	–	–	﹤0.01%	785
2021 Q4	$2K	Hold	10	–	–	﹤0.01%	810
2021 Q3	$1K	Hold	10	–	–	﹤0.01%	913
2021 Q2	$1K	Hold	10	–	–	﹤0.01%	902
2021 Q1	$2K	Hold	10	–	–	﹤0.01%	799
2020 Q4	$1K	Sell	10 -17	-63%	-$1.94K	﹤0.01%	867
2020 Q3	$2K	Buy	27 +12	+80%	+$1.23K	﹤0.01%	688
2020 Q2	$2K	Buy	+15	New	+$1.58K	﹤0.01%	680
2020 Q1	–	Sell	-154	Closed	-$26K	–	969
2019 Q4	$26K	Buy	154 +14	+10%	+$2.27K	0.01%	260
2019 Q3	$22K	Hold	140	–	–	0.01%	269
2019 Q2	$24K	Buy	140 +11	+9%	+$1.82K	0.01%	254
2019 Q1	$20K	Buy	129 +121	+1,513%	+$19.9K	0.01%	279
2018 Q4	$1K	Buy	+8	New	+$1.28K	﹤0.01%	1074

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

Prestige Wealth Management Group's MTB Position: Q2 2026 in Review

Prestige Wealth Management Group held its M&T Bank (MTB) position steady in Q2 2026 at 63 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Prestige Wealth Management Group first reported a position in MTB in Q4 2018 and has held it in 30 quarters since. The position peaked at $503K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Prestige Wealth Management Group held 63 shares of M&T Bank worth $15K as of Q2 2026.
Prestige Wealth Management Group left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #390 holding.
Prestige Wealth Management Group first reported a position in M&T Bank in Q4 2018 and has held it in 30 quarters since.
Prestige Wealth Management Group's M&T Bank position peaked at $503K in Q2 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.