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Private Advisor Group’s M&T Bank MTB Stock Holding History

Private Advisor 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
Q1 		– Sell
-3,800
Closed -$2.39K – 2795
2025
Q4 		$2.39K Hold
3,800
– – ﹤0.01% 2594
2025
Q3 		$24.7K Buy
+3,800
New +$746K ﹤0.01% 2489

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Private Advisor Group's MTB Position: Q1 2026 in Review

Private Advisor Group reduced its M&T Bank (MTB) stake by 2.7% in Q1 2026, selling an estimated $186K and leaving 31,582 shares worth $6.53M. The position accounts for 0.03% of the portfolio, ranked #543.

Private Advisor Group first reported a position in MTB in Q4 2013 and has held it in 49 quarters since. The position peaked at $6.54M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Private Advisor Group held 31,582 shares of M&T Bank worth $6.53M as of Q1 2026.
  • Private Advisor Group sold 865 M&T Bank shares in Q1 2026, an estimated $186K.
  • M&T Bank made up 0.03% of Private Advisor Group's portfolio in Q1 2026, its #543 holding.
  • Private Advisor Group first reported a position in M&T Bank in Q4 2013 and has held it in 49 quarters since.
  • Private Advisor Group's M&T Bank position peaked at $6.54M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.