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

Private Wealth Management 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 		$11.4K Hold
55
– – ﹤0.01% 491
2025
Q4 		$11.1K Sell
55
-51
-48% -$9.74K ﹤0.01% 481
2025
Q3 		$20.9K Hold
106
– – 0.01% 318
2025
Q2 		$20.6K Hold
106
– – 0.01% 295
2025
Q1 		$18.9K Hold
106
– – 0.01% 307
2024
Q4 		$19.9K Hold
106
– – 0.01% 302
2024
Q3 		$18.9K Buy
106
+1
+1% +$166 0.01% 299
2024
Q2 		$15.9K Hold
105
– – 0.01% 326
2024
Q1 		$15.3K Hold
105
– – 0.01% 322
2023
Q4 		$14.4K Buy
+105
New +$13.2K 0.01% 327

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 Wealth Management Group's MTB Position: Q1 2026 in Review

Private Wealth Management Group held its M&T Bank (MTB) position steady in Q1 2026 at 55 shares worth $11.4K. The position accounts for ﹤0.01% of the portfolio, ranked #491.

Private Wealth Management Group first reported a position in MTB in Q4 2023 and has held it in 10 quarters since. The position peaked at $20.9K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Private Wealth Management Group held 55 shares of M&T Bank worth $11.4K as of Q1 2026.
  • Private Wealth Management Group left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q1 2026, its #491 holding.
  • Private Wealth Management Group first reported a position in M&T Bank in Q4 2023 and has held it in 10 quarters since.
  • Private Wealth Management Group's M&T Bank position peaked at $20.9K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.