Princeton Global Asset Management’s M&T Bank MTB Stock Holding History

Princeton Global Asset Management’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	$187K	Hold	787	–	–	0.03%	226
2026 Q1	$163K	Hold	787	–	–	0.03%	228
2025 Q4	$159K	Sell	787 -393	-33%	-$75.1K	0.03%	221
2025 Q3	$233K	Hold	1,180	–	–	0.04%	182
2025 Q2	$229K	Sell	1,180 -944	-44%	-$167K	0.04%	180
2025 Q1	$380K	Hold	2,124	–	–	0.08%	141
2024 Q4	$399K	Hold	2,124	–	–	0.07%	147
2024 Q3	$378K	Sell	2,124 -30	-1%	-$4.97K	0.07%	146
2024 Q2	$326K	Buy	2,154 +30	+1%	+$4.38K	0.07%	138
2024 Q1	$309K	Hold	2,124	–	–	0.07%	136
2023 Q4	$291K	Hold	2,124	–	–	0.07%	138
2023 Q3	$269K	Hold	2,124	–	–	0.08%	139
2023 Q2	$263K	Hold	2,124	–	–	0.08%	147
2023 Q1	$254K	Hold	2,124	–	–	0.07%	152
2022 Q4	$308K	Hold	2,124	–	–	0.1%	125
2022 Q3	$375K	Hold	2,124	–	–	0.13%	113
2022 Q2	$339K	Buy	+2,124	New	+$357K	0.11%	126
2020 Q4	–	Sell	-103	Closed	-$9K	–	492
2020 Q3	$9K	Buy	+103	New	+$10.5K	﹤0.01%	357

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

Princeton Global Asset Management's MTB Position: Q2 2026 in Review

Princeton Global Asset Management held its M&T Bank (MTB) position steady in Q2 2026 at 787 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #226.

Princeton Global Asset Management first reported a position in MTB in Q3 2020 and has held it in 18 quarters since. The position peaked at $399K in Q4 2024. 1,155 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Princeton Global Asset Management held 787 shares of M&T Bank worth $187K as of Q2 2026.
Princeton Global Asset Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.03% of Princeton Global Asset Management's portfolio in Q2 2026, its #226 holding.
Princeton Global Asset Management first reported a position in M&T Bank in Q3 2020 and has held it in 18 quarters since.
Princeton Global Asset Management's M&T Bank position peaked at $399K in Q4 2024.
1,155 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Princeton Global Asset Management's 13F filing for Q2 2026, filed 16 Jul 2026.