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Resonant Capital Advisors’s M&T Bank MTB Stock Holding History

Resonant Capital 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
Q2 		$600K Buy
2,522
+70
+3% +$15.3K 0.03% 262
2026
Q1 		$507K Buy
2,452
+79
+3% +$17K 0.03% 267
2025
Q4 		$478K Buy
2,373
+55
+2% +$10.5K 0.03% 252
2025
Q3 		$458K Buy
2,318
+47
+2% +$9.22K 0.03% 258
2025
Q2 		$441K Buy
2,271
+82
+4% +$14.5K 0.03% 257
2025
Q1 		$391K Buy
2,189
+40
+2% +$7.59K 0.03% 244
2024
Q4 		$404K Buy
2,149
+39
+2% +$7.75K 0.03% 229
2024
Q3 		$376K Buy
2,110
+469
+29% +$77.8K 0.03% 240
2024
Q2 		$248K Buy
1,641
+251
+18% +$36.7K 0.02% 304
2024
Q1 		$202K Buy
+1,390
New +$193K 0.02% 329
2022
Q4 		– Sell
-2,470
Closed -$436K – 264
2022
Q3 		$436K Buy
2,470
+102
+4% +$18.1K 0.07% 158
2022
Q2 		$377K Sell
2,368
-40
-2% -$6.72K 0.06% 170
2022
Q1 		$397K Buy
2,408
+36
+2% +$6.35K 0.06% 160
2021
Q4 		$364K Buy
2,372
+303
+15% +$46.5K 0.05% 158
2021
Q3 		$309K Buy
2,069
+330
+19% +$45.7K 0.05% 160
2021
Q2 		$253K Hold
1,739
– – 0.05% 161
2021
Q1 		$264K Buy
1,739
+152
+10% +$22.4K 0.05% 158
2020
Q4 		$202K Buy
+1,587
New +$181K 0.05% 169

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

Resonant Capital Advisors's MTB Position: Q2 2026 in Review

Resonant Capital Advisors increased its M&T Bank (MTB) stake by 2.9% in Q2 2026, buying an estimated $15.3K and bringing the position to 2,522 shares worth $600K. The position accounts for 0.03% of the portfolio, ranked #262.

Resonant Capital Advisors first reported a position in MTB in Q4 2020 and has held it in 18 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Resonant Capital Advisors held 2,522 shares of M&T Bank worth $600K as of Q2 2026.
  • Resonant Capital Advisors bought 70 M&T Bank shares in Q2 2026, an estimated $15.3K.
  • M&T Bank made up 0.03% of Resonant Capital Advisors's portfolio in Q2 2026, its #262 holding.
  • Resonant Capital Advisors first reported a position in M&T Bank in Q4 2020 and has held it in 18 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Resonant Capital Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.