Retirement Wealth Solutions
MTB icon

Retirement Wealth Solutions’s M&T Bank MTB Stock Holding History

Retirement Wealth Solutions’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
Q3 		$2.61K Buy
12
+8
+200% +$1.92K ﹤0.01% 540
2026
Q2 		$953 Hold
4
– – ﹤0.01% 662
2026
Q1 		$827 Buy
4
+1
+33% +$215 ﹤0.01% 665
2025
Q4 		$605 Hold
3
– – ﹤0.01% 651
2025
Q3 		$593 Buy
+3
New +$589 ﹤0.01% 668

Other funds holding MTB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Retirement Wealth Solutions's MTB Position: Q3 2026 in Review

Retirement Wealth Solutions increased its M&T Bank (MTB) stake by 200% in Q3 2026, buying an estimated $1.92K and bringing the position to 12 shares worth $2.61K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

Retirement Wealth Solutions first reported a position in MTB in Q3 2025 and has held it in 5 quarters since. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Retirement Wealth Solutions held 12 shares of M&T Bank worth $2.61K as of Q3 2026.
  • Retirement Wealth Solutions bought 8 M&T Bank shares in Q3 2026, an estimated $1.92K.
  • M&T Bank made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #540 holding.
  • Retirement Wealth Solutions first reported a position in M&T Bank in Q3 2025 and has held it in 5 quarters since.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.