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Sagespring Wealth Partners’s M&T Bank MTB Stock Holding History

Sagespring Wealth 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 		$587K Buy
2,467
+234
+10% +$51.2K 0.01% 487
2026
Q1 		$462K Buy
2,233
+417
+23% +$89.8K 0.01% 518
2025
Q4 		$366K Buy
1,816
+193
+12% +$36.9K 0.01% 564
2025
Q3 		$321K Buy
1,623
+108
+7% +$21.2K 0.01% 589
2025
Q2 		$294K Buy
+1,515
New +$267K 0.01% 588

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 $3.37T AUM 44.26% 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

Sagespring Wealth Partners's MTB Position: Q2 2026 in Review

Sagespring Wealth Partners increased its M&T Bank (MTB) stake by 10% in Q2 2026, buying an estimated $51.2K and bringing the position to 2,467 shares worth $587K. The position accounts for 0.01% of the portfolio, ranked #487.

Sagespring Wealth Partners first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sagespring Wealth Partners held 2,467 shares of M&T Bank worth $587K as of Q2 2026.
  • Sagespring Wealth Partners bought 234 M&T Bank shares in Q2 2026, an estimated $51.2K.
  • M&T Bank made up 0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #487 holding.
  • Sagespring Wealth Partners first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.