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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

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

Private Advisor Group's MTB Position: Q2 2026 in Review

Private Advisor Group reduced its M&T Bank (MTB) stake by 87% in Q2 2026, selling an estimated $6M and leaving 4,126 shares worth $982K. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Private Advisor Group first reported a position in MTB in Q4 2013 and has held it in 50 quarters since. The position peaked at $6.54M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Private Advisor Group held 4,126 shares of M&T Bank worth $982K as of Q2 2026.
  • Private Advisor Group sold 27,456 M&T Bank shares in Q2 2026, an estimated $6M.
  • M&T Bank made up ﹤0.01% of Private Advisor Group's portfolio in Q2 2026, its #1390 holding.
  • Private Advisor Group first reported a position in M&T Bank in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's M&T Bank position peaked at $6.54M in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.