Root Financial Partners
MTB icon

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
Q3 		$107K Buy
+490
New +$118K ﹤0.01% 710
2026
Q2 		– Sell
-372
Closed -$76.8K – 2124
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

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State Street
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Vanguard Portfolio Management
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Geode Capital Management
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State Farm Mutual Automobile Insurance
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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

Root Financial Partners's MTB Position: Q3 2026 in Review

Root Financial Partners opened a new position in M&T Bank (MTB) in Q3 2026: 490 shares worth $107K. The stake represents ﹤0.01% of the portfolio and ranks #710 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in MTB as recently as Q1 2026.

Root Financial Partners first reported a position in MTB in Q3 2025 and has held it in 4 quarters since. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Root Financial Partners held 490 shares of M&T Bank worth $107K as of Q3 2026.
  • M&T Bank was a new Root Financial Partners position in Q3 2026.
  • M&T Bank made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #710 holding.
  • Root Financial Partners first reported a position in M&T Bank in Q3 2025 and has held it in 4 quarters since.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.