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Root Financial Partners’s M&T Bank MTB Stock Holding History

Root Financial Partners’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 		$76.8K Sell
372
-10
-3% -$2.15K ﹤0.01% 679
2025
Q4 		$76.9K Buy
382
+72
+23% +$13.8K ﹤0.01% 561
2025
Q3 		$61.3K Buy
+310
New +$60.8K ﹤0.01% 602

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

Root Financial Partners's MTB Position: Q1 2026 in Review

Root Financial Partners reduced its M&T Bank (MTB) stake by 2.6% in Q1 2026, selling an estimated $2.15K and leaving 372 shares worth $76.8K. The position accounts for ﹤0.01% of the portfolio, ranked #679.

Root Financial Partners first reported a position in MTB in Q3 2025 and has held it in 3 quarters since. The position peaked at $76.9K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Root Financial Partners held 372 shares of M&T Bank worth $76.8K as of Q1 2026.
  • Root Financial Partners sold 10 M&T Bank shares in Q1 2026, an estimated $2.15K.
  • M&T Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #679 holding.
  • Root Financial Partners first reported a position in M&T Bank in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's M&T Bank position peaked at $76.9K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.