QWP
MTB icon

Quotient Wealth Partners’s M&T Bank MTB Stock Holding History

Quotient Wealth Partners’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 		$353K Sell
1,483
-13
-0.9% -$2.84K 0.01% 271
2026
Q1 		$309K Buy
1,496
+184
+14% +$39.6K 0.01% 278
2025
Q4 		$264K Sell
1,312
-43
-3% -$8.21K 0.01% 297
2025
Q3 		$268K Sell
1,355
-15
-1% -$2.94K 0.01% 295
2025
Q2 		$266K Buy
1,370
+80
+6% +$14.1K 0.01% 290
2025
Q1 		$231K Sell
1,290
-2
-0.2% -$379 0.01% 307
2024
Q4 		$243K Buy
1,292
+37
+3% +$7.36K 0.01% 283
2024
Q3 		$224K Buy
+1,255
New +$208K 0.01% 296

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

Quotient Wealth Partners's MTB Position: Q2 2026 in Review

Quotient Wealth Partners reduced its M&T Bank (MTB) stake by 0.87% in Q2 2026, selling an estimated $2.84K and leaving 1,483 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #271.

Quotient Wealth Partners first reported a position in MTB in Q3 2024 and has held it in 8 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Quotient Wealth Partners held 1,483 shares of M&T Bank worth $353K as of Q2 2026.
  • Quotient Wealth Partners sold 13 M&T Bank shares in Q2 2026, an estimated $2.84K.
  • M&T Bank made up 0.01% of Quotient Wealth Partners's portfolio in Q2 2026, its #271 holding.
  • Quotient Wealth Partners first reported a position in M&T Bank in Q3 2024 and has held it in 8 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Quotient Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.