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Principal Securities’s M&T Bank MTB Stock Holding History

Principal Securities’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 		$242K Buy
+1,018
New +$223K ﹤0.01% 1429
2025
Q4 		– Sell
-591
Closed -$117K – 2700
2025
Q3 		$117K Buy
591
+29
+5% +$5.69K ﹤0.01% 1522
2025
Q2 		$109K Buy
562
+152
+37% +$26.8K ﹤0.01% 1517
2025
Q1 		$77.1K Hold
410
– – ﹤0.01% 1548
2024
Q4 		$77.1K Buy
410
+132
+47% +$26.2K ﹤0.01% 1545
2024
Q3 		$49.5K Buy
278
+61
+28% +$10.1K ﹤0.01% 1696
2024
Q2 		$32.8K Buy
217
+5
+2% +$730 ﹤0.01% 1819
2024
Q1 		$30.8K Sell
212
-35
-14% -$4.85K ﹤0.01% 1788
2023
Q4 		$33.9K Buy
+247
New +$31K ﹤0.01% 1657

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

Principal Securities's MTB Position: Q2 2026 in Review

Principal Securities opened a new position in M&T Bank (MTB) in Q2 2026: 1,018 shares worth $242K. The stake represents ﹤0.01% of the portfolio and ranks #1429 among its holdings. This is a return to the name: Principal Securities previously reported a position in MTB as recently as Q3 2025.

Principal Securities first reported a position in MTB in Q4 2023 and has held it in 9 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Principal Securities held 1,018 shares of M&T Bank worth $242K as of Q2 2026.
  • M&T Bank was a new Principal Securities position in Q2 2026.
  • M&T Bank made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1429 holding.
  • Principal Securities first reported a position in M&T Bank in Q4 2023 and has held it in 9 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.