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

Resurgent 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
Q2 		$342K Sell
1,437
-291
-17% -$63.6K 0.1% 213
2026
Q1 		$357K Sell
1,728
-1
-0.1% -$215 0.13% 183
2025
Q4 		$348K Sell
1,729
-526
-23% -$100K 0.17% 157
2025
Q3 		$446K Sell
2,255
-876
-28% -$172K 0.22% 132
2025
Q2 		$607K Buy
3,131
+268
+9% +$47.3K 0.33% 86
2025
Q1 		$512K Sell
2,863
-4
-0.1% -$759 0.31% 91
2024
Q4 		$539K Buy
2,867
+211
+8% +$41.9K 0.32% 92
2024
Q3 		$473K Buy
2,656
+374
+16% +$62K 0.28% 109
2024
Q2 		$345K Sell
2,282
-259
-10% -$37.8K 0.21% 128
2024
Q1 		$370K Buy
+2,541
New +$352K 0.2% 133

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

Resurgent Financial Advisors's MTB Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its M&T Bank (MTB) stake by 17% in Q2 2026, selling an estimated $63.6K and leaving 1,437 shares worth $342K. The position accounts for 0.1% of the portfolio, ranked #213.

Resurgent Financial Advisors first reported a position in MTB in Q1 2024 and has held it in 10 quarters since. The position peaked at $607K in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Resurgent Financial Advisors held 1,437 shares of M&T Bank worth $342K as of Q2 2026.
  • Resurgent Financial Advisors sold 291 M&T Bank shares in Q2 2026, an estimated $63.6K.
  • M&T Bank made up 0.1% of Resurgent Financial Advisors's portfolio in Q2 2026, its #213 holding.
  • Resurgent Financial Advisors first reported a position in M&T Bank in Q1 2024 and has held it in 10 quarters since.
  • Resurgent Financial Advisors's M&T Bank position peaked at $607K in Q2 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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