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 Q2	$13.1K	Hold	55	–	–	﹤0.01%	509
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

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

Private Wealth Management Group's MTB Position: Q2 2026 in Review

Private Wealth Management Group held its M&T Bank (MTB) position steady in Q2 2026 at 55 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Private Wealth Management Group first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $20.9K in Q3 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Private Wealth Management Group held 55 shares of M&T Bank worth $13.1K as of Q2 2026.
Private Wealth Management Group left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #509 holding.
Private Wealth Management Group first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
Private Wealth Management Group's M&T Bank position peaked at $20.9K in Q3 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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