Principia Wealth Advisory’s M&T Bank MTB Stock Holding History

Principia Wealth Advisory’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	$2.14K	Buy	9 +1	+13%	+$219	﹤0.01%	569
2026 Q1	$1.65K	Buy	8 +5	+167%	+$1.08K	﹤0.01%	567
2025 Q4	$604	Buy	3 +1	+50%	+$191	﹤0.01%	791
2025 Q3	$395	Hold	2	–	–	﹤0.01%	820
2025 Q2	$388	Sell	2 -1	-33%	-$176	﹤0.01%	792
2025 Q1	$504	Sell	3 -1	-25%	-$190	﹤0.01%	566
2024 Q4	$752	Buy	+4	New	+$795	﹤0.01%	425

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

Principia Wealth Advisory's MTB Position: Q2 2026 in Review

Principia Wealth Advisory increased its M&T Bank (MTB) stake by 13% in Q2 2026, buying an estimated $219 and bringing the position to 9 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Principia Wealth Advisory first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Principia Wealth Advisory held 9 shares of M&T Bank worth $2.14K as of Q2 2026.
Principia Wealth Advisory bought 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #569 holding.
Principia Wealth Advisory first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.