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

Sequoia 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 		$2.2M Buy
9,239
+627
+7% +$137K 0.01% 600
2026
Q1 		$1.78M Buy
8,612
+93
+1% +$20K 0.01% 651
2025
Q4 		$1.72M Buy
8,519
+2,108
+33% +$403K 0.01% 636
2025
Q3 		$1.27M Buy
6,411
+559
+10% +$110K 0.01% 682
2025
Q2 		$1.14M Buy
5,852
+1,299
+29% +$229K 0.01% 642
2025
Q1 		$814K Sell
4,553
-175
-4% -$33.2K 0.01% 690
2024
Q4 		$889K Sell
4,728
-169
-3% -$33.6K 0.01% 615
2024
Q3 		$872K Buy
4,897
+1,513
+45% +$251K 0.01% 583
2024
Q2 		$512K Sell
3,384
-85
-2% -$12.4K 0.01% 677
2024
Q1 		$505K Sell
3,469
-44,454
-93% -$6.16M 0.01% 685
2023
Q4 		$6.57M Sell
47,923
-2,996
-6% -$376K 0.08% 186
2023
Q3 		$6.44M Sell
50,919
-5,296
-9% -$691K 0.11% 128
2023
Q2 		$6.96M Buy
56,215
+16
+0% +$1.94K 0.12% 128
2023
Q1 		$6.72M Buy
56,199
+6,115
+12% +$888K 0.15% 124
2022
Q4 		$7.27M Buy
50,084
+15,966
+47% +$2.63M 0.18% 111
2022
Q3 		$6.02M Buy
34,118
+4,129
+14% +$731K 0.19% 98
2022
Q2 		$4.78M Buy
29,989
+7,743
+35% +$1.3M 0.14% 121
2022
Q1 		$3.77M Buy
22,246
+2,903
+15% +$512K 0.09% 139
2021
Q4 		$2.97M Buy
+19,343
New +$2.97M 0.08% 144

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

Sequoia Financial Advisors's MTB Position: Q2 2026 in Review

Sequoia Financial Advisors increased its M&T Bank (MTB) stake by 7.3% in Q2 2026, buying an estimated $137K and bringing the position to 9,239 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #600.

Sequoia Financial Advisors first reported a position in MTB in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.27M in Q4 2022. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sequoia Financial Advisors held 9,239 shares of M&T Bank worth $2.2M as of Q2 2026.
  • Sequoia Financial Advisors bought 627 M&T Bank shares in Q2 2026, an estimated $137K.
  • M&T Bank made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #600 holding.
  • Sequoia Financial Advisors first reported a position in M&T Bank in Q4 2021 and has held it in 19 quarters since.
  • Sequoia Financial Advisors's M&T Bank position peaked at $7.27M in Q4 2022.
  • 1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.