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SeaCrest Wealth Management’s M&T Bank MTB Stock Holding History

SeaCrest Wealth Management’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
-3,600
Closed -$744K – 623
2026
Q1 		$744K Sell
3,600
-27
-0.7% -$5.81K 0.08% 233
2025
Q4 		$760K Buy
+3,627
New +$693K 0.08% 237
2025
Q2 		– Sell
-1,422
Closed -$254K – 670
2025
Q1 		$254K Buy
1,422
+3
+0.2% +$569 0.03% 546
2024
Q4 		$267K Sell
1,419
-9
-0.6% -$1.79K 0.03% 526
2024
Q3 		$254K Buy
1,428
+3
+0.2% +$497 0.03% 546
2024
Q2 		$216K Sell
1,425
-51
-3% -$7.45K 0.02% 562
2024
Q1 		$215K Sell
1,476
-250
-14% -$34.6K 0.03% 549
2023
Q4 		$239K Sell
1,726
-523
-23% -$65.7K 0.03% 530
2023
Q3 		$284K Buy
2,249
+4
+0.2% +$522 0.04% 476
2023
Q2 		$278K Sell
2,245
-294
-12% -$35.6K 0.04% 486
2023
Q1 		$304K Sell
2,539
-793
-24% -$115K 0.04% 462
2022
Q4 		$483K Sell
3,332
-56
-2% -$9.21K 0.07% 333
2022
Q3 		$597K Buy
3,388
+62
+2% +$11K 0.09% 252
2022
Q2 		$530K Buy
+3,326
New +$559K 0.07% 301
2019
Q2 		– Sell
-122
Closed -$19K – 1334
2019
Q1 		$19K Hold
122
– – ﹤0.01% 1312
2018
Q4 		$17K Hold
122
– – ﹤0.01% 1300
2018
Q3 		$20K Hold
122
– – ﹤0.01% 1377
2018
Q2 		$21K Hold
122
– – ﹤0.01% 1344
2018
Q1 		$22K Hold
122
– – ﹤0.01% 1290
2017
Q4 		$21K Buy
+122
New +$20.2K ﹤0.01% 1327

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

SeaCrest Wealth Management's MTB Position: Q2 2026 in Review

SeaCrest Wealth Management sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 3,600 shares — an estimated $744K sold.

SeaCrest Wealth Management first reported a position in MTB in Q4 2017 and held it in 20 quarters. The position peaked at $760K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • SeaCrest Wealth Management reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • SeaCrest Wealth Management sold 3,600 M&T Bank shares in Q2 2026, an estimated $744K.
  • SeaCrest Wealth Management first reported a position in M&T Bank in Q4 2017 and held it in 20 quarters.
  • SeaCrest Wealth Management's M&T Bank position peaked at $760K in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.