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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
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

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

Quotient Wealth Partners's MTB Position: Q1 2026 in Review

Quotient Wealth Partners increased its M&T Bank (MTB) stake by 14% in Q1 2026, buying an estimated $39.6K and bringing the position to 1,496 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #278.

Quotient Wealth Partners first reported a position in MTB in Q3 2024 and has held it in 7 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Quotient Wealth Partners held 1,496 shares of M&T Bank worth $309K as of Q1 2026.
  • Quotient Wealth Partners bought 184 M&T Bank shares in Q1 2026, an estimated $39.6K.
  • M&T Bank made up 0.01% of Quotient Wealth Partners's portfolio in Q1 2026, its #278 holding.
  • Quotient Wealth Partners first reported a position in M&T Bank in Q3 2024 and has held it in 7 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.