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

Ritholtz 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 Q2	$1.86M	Buy	7,834 +1,992	+34%	+$436K	0.03%	432
2026 Q1	$1.21M	Buy	5,842 +3,762	+181%	+$810K	0.02%	504
2025 Q4	$419K	Sell	2,080 -105	-5%	-$20.1K	0.01%	773
2025 Q3	$432K	Sell	2,185 -18	-0.8%	-$3.53K	0.01%	721
2025 Q2	$427K	Sell	2,203 -2,825	-56%	-$498K	0.01%	679
2025 Q1	$899K	Buy	5,028 +544	+12%	+$103K	0.03%	428
2024 Q4	$843K	Buy	4,484 +787	+21%	+$156K	0.02%	406
2024 Q3	$659K	Buy	3,697 +1,999	+118%	+$331K	0.02%	489
2024 Q2	$257K	Buy	+1,698	New	+$248K	0.01%	688
2023 Q3	–	Sell	-1,808	Closed	-$224K	–	728
2023 Q2	$224K	Buy	+1,808	New	+$219K	0.01%	605
2022 Q4	–	Sell	-5,687	Closed	-$1M	–	686
2022 Q3	$1M	Buy	+5,687	New	+$1.01M	0.05%	239

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Ritholtz Wealth Management's MTB Position: Q2 2026 in Review

Ritholtz Wealth Management increased its M&T Bank (MTB) stake by 34% in Q2 2026, buying an estimated $436K and bringing the position to 7,834 shares worth $1.86M. The position accounts for 0.03% of the portfolio, ranked #432.

Ritholtz Wealth Management first reported a position in MTB in Q3 2022 and has held it in 11 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Ritholtz Wealth Management held 7,834 shares of M&T Bank worth $1.86M as of Q2 2026.
Ritholtz Wealth Management bought 1,992 M&T Bank shares in Q2 2026, an estimated $436K.
M&T Bank made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #432 holding.
Ritholtz Wealth Management first reported a position in M&T Bank in Q3 2022 and has held it in 11 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.