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Rothschild Investment LLC’s M&T Bank MTB Stock Holding History

Rothschild Investment LLC’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 		$23.7K Buy
100
+12
+14% +$2.62K ﹤0.01% 1489
2026
Q1 		$18.1K Buy
88
+10
+13% +$2.15K ﹤0.01% 1460
2025
Q4 		$15.7K Buy
78
+9
+13% +$1.72K ﹤0.01% 1406
2025
Q3 		$13.6K Hold
69
– – ﹤0.01% 1345
2025
Q2 		$13.4K Sell
69
-25
-27% -$4.41K ﹤0.01% 1134
2025
Q1 		$16.8K Buy
94
+15
+19% +$2.85K ﹤0.01% 1044
2024
Q4 		$14.9K Buy
79
+8
+11% +$1.59K ﹤0.01% 1075
2024
Q3 		$12.6K Buy
71
+9
+15% +$1.49K ﹤0.01% 1105
2024
Q2 		$9.38K Buy
62
+23
+59% +$3.36K ﹤0.01% 1111
2024
Q1 		$5.67K Buy
39
+3
+8% +$416 ﹤0.01% 1125
2023
Q4 		$4.93K Buy
+36
New +$4.52K ﹤0.01% 1084

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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

Rothschild Investment LLC's MTB Position: Q2 2026 in Review

Rothschild Investment LLC increased its M&T Bank (MTB) stake by 14% in Q2 2026, buying an estimated $2.62K and bringing the position to 100 shares worth $23.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1489.

Rothschild Investment LLC first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Rothschild Investment LLC held 100 shares of M&T Bank worth $23.7K as of Q2 2026.
  • Rothschild Investment LLC bought 12 M&T Bank shares in Q2 2026, an estimated $2.62K.
  • M&T Bank made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1489 holding.
  • Rothschild Investment LLC first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.