Raymond James Financial
MTB icon

Raymond James Financial’s M&T Bank MTB Stock Holding History

Raymond James Financial’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 		$28.6M Sell
120,348
-9,412
-7% -$2.06M 0.01% 1315
2026
Q1 		$26.8M Buy
129,760
+5,335
+4% +$1.15M 0.01% 1270
2025
Q4 		$25.1M Sell
124,425
-5,864
-5% -$1.12M 0.01% 1281
2025
Q3 		$25.7M Buy
130,289
+6,105
+5% +$1.2M 0.01% 1246
2025
Q2 		$24.1M Buy
124,184
+6,212
+5% +$1.1M 0.01% 1225
2025
Q1 		$21.1M Buy
117,972
+2,111
+2% +$400K 0.01% 1263
2024
Q4 		$21.8M Buy
+115,861
New +$23M 0.01% 1239

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 $3.38T AUM 44.17% 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

Raymond James Financial's MTB Position: Q2 2026 in Review

Raymond James Financial reduced its M&T Bank (MTB) stake by 7.3% in Q2 2026, selling an estimated $2.06M and leaving 120,348 shares worth $28.6M. The position accounts for 0.01% of the portfolio, ranked #1315.

Raymond James Financial first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Raymond James Financial held 120,348 shares of M&T Bank worth $28.6M as of Q2 2026.
  • Raymond James Financial sold 9,412 M&T Bank shares in Q2 2026, an estimated $2.06M.
  • M&T Bank made up 0.01% of Raymond James Financial's portfolio in Q2 2026, its #1315 holding.
  • Raymond James Financial first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.