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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
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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Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
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State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Root Financial Partners's MTB Position: Q2 2026 in Review

Root Financial Partners sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 372 shares — an estimated $76.8K sold.

Root Financial Partners first reported a position in MTB in Q3 2025 and held it in 3 quarters. The position peaked at $76.9K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Root Financial Partners reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 372 M&T Bank shares in Q2 2026, an estimated $76.8K.
  • Root Financial Partners first reported a position in M&T Bank in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's M&T Bank position peaked at $76.9K in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.