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Rialto Wealth Management’s M&T Bank MTB Stock Holding History

Rialto Wealth Management’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
Q1 		$19K Buy
92
+7
+8% +$1.51K ﹤0.01% 389
2025
Q4 		$17.1K Sell
85
-3
-3% -$573 ﹤0.01% 380
2025
Q3 		$17.4K Sell
88
-25
-22% -$4.91K ﹤0.01% 368
2025
Q2 		$21.9K Sell
113
-11
-9% -$1.94K 0.01% 344
2025
Q1 		$22.2K Buy
124
+21
+20% +$3.98K 0.01% 338
2024
Q4 		$19.4K Buy
+103
New +$20.5K 0.01% 348

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Rialto Wealth Management's MTB Position: Q1 2026 in Review

Rialto Wealth Management increased its M&T Bank (MTB) stake by 8.2% in Q1 2026, buying an estimated $1.51K and bringing the position to 92 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

Rialto Wealth Management first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $22.2K in Q1 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Rialto Wealth Management held 92 shares of M&T Bank worth $19K as of Q1 2026.
  • Rialto Wealth Management bought 7 M&T Bank shares in Q1 2026, an estimated $1.51K.
  • M&T Bank made up ﹤0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #389 holding.
  • Rialto Wealth Management first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's M&T Bank position peaked at $22.2K in Q1 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.