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Pure Financial Advisors’s M&T Bank MTB Stock Holding History

Pure Financial Advisors’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 		$980K Buy
4,742
+167
+4% +$35.9K 0.01% 226
2025
Q4 		$922K Buy
4,575
+156
+4% +$29.8K 0.01% 225
2025
Q3 		$873K Buy
4,419
+48
+1% +$9.42K 0.01% 226
2025
Q2 		$848K Buy
4,371
+129
+3% +$22.8K 0.01% 217
2025
Q1 		$758K Buy
4,242
+26
+0.6% +$4.93K 0.02% 192
2024
Q4 		$793K Sell
4,216
-1
-0% -$199 0.02% 176
2024
Q3 		$751K Buy
4,217
+7
+0.2% +$1.16K 0.02% 175
2024
Q2 		$637K Buy
4,210
+7
+0.2% +$1.02K 0.02% 178
2024
Q1 		$611K Sell
4,203
-39
-0.9% -$5.4K 0.02% 175
2023
Q4 		$581K Buy
+4,242
New +$533K 0.02% 176

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

Pure Financial Advisors's MTB Position: Q1 2026 in Review

Pure Financial Advisors increased its M&T Bank (MTB) stake by 3.7% in Q1 2026, buying an estimated $35.9K and bringing the position to 4,742 shares worth $980K. The position accounts for 0.01% of the portfolio, ranked #226.

Pure Financial Advisors first reported a position in MTB in Q4 2023 and has held it in 10 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Pure Financial Advisors held 4,742 shares of M&T Bank worth $980K as of Q1 2026.
  • Pure Financial Advisors bought 167 M&T Bank shares in Q1 2026, an estimated $35.9K.
  • M&T Bank made up 0.01% of Pure Financial Advisors's portfolio in Q1 2026, its #226 holding.
  • Pure Financial Advisors first reported a position in M&T Bank in Q4 2023 and has held it in 10 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.