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Prosperity Consulting Group’s M&T Bank MTB Stock Holding History

Prosperity Consulting 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 		$391K Buy
1,643
+542
+49% +$119K 0.01% 436
2026
Q1 		$228K Buy
1,101
+1
+0.1% +$215 0.01% 479
2025
Q4 		$222K Sell
1,100
-85
-7% -$16.2K 0.01% 480
2025
Q3 		$234K Buy
+1,185
New +$233K 0.01% 461

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

Prosperity Consulting Group's MTB Position: Q2 2026 in Review

Prosperity Consulting Group increased its M&T Bank (MTB) stake by 49% in Q2 2026, buying an estimated $119K and bringing the position to 1,643 shares worth $391K. The position accounts for 0.01% of the portfolio, ranked #436.

Prosperity Consulting Group first reported a position in MTB in Q3 2025 and has held it in 4 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Prosperity Consulting Group held 1,643 shares of M&T Bank worth $391K as of Q2 2026.
  • Prosperity Consulting Group bought 542 M&T Bank shares in Q2 2026, an estimated $119K.
  • M&T Bank made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #436 holding.
  • Prosperity Consulting Group first reported a position in M&T Bank in Q3 2025 and has held it in 4 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.