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TrueNorth Wealth & Impact, LLC’s M&T Bank MTB Stock Holding History

TrueNorth Wealth & Impact, LLC’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 		$214K Buy
+988
New +$238K 0.08% 165

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

TrueNorth Wealth & Impact, LLC's MTB Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in M&T Bank (MTB) in Q3 2026: 988 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #165 among its holdings.

995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • TrueNorth Wealth & Impact, LLC held 988 shares of M&T Bank worth $214K as of Q3 2026.
  • M&T Bank was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
  • M&T Bank made up 0.08% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #165 holding.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.