SC&H Financial Advisors’s M&T Bank MTB Stock Holding History

SC&H Financial Advisors’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	$534K	Hold	2,242	–	–	0.07%	94
2026 Q1	$463K	Hold	2,242	–	–	0.07%	95
2025 Q4	$452K	Buy	+2,242	New	+$428K	0.07%	95

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SC&H Financial Advisors's MTB Position: Q2 2026 in Review

SC&H Financial Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 2,242 shares worth $534K. The position accounts for 0.07% of the portfolio, ranked #94.

SC&H Financial Advisors first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

SC&H Financial Advisors held 2,242 shares of M&T Bank worth $534K as of Q2 2026.
SC&H Financial Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.07% of SC&H Financial Advisors's portfolio in Q2 2026, its #94 holding.
SC&H Financial Advisors first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.