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

SHP 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
Q1 		$191K Buy
923
+15
+2% +$3.23K 0.01% 279
2025
Q4 		$183K Buy
+908
New +$173K 0.01% 267

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SHP Wealth Management's MTB Position: Q1 2026 in Review

SHP Wealth Management increased its M&T Bank (MTB) stake by 1.7% in Q1 2026, buying an estimated $3.23K and bringing the position to 923 shares worth $191K. The position accounts for 0.01% of the portfolio, ranked #279.

SHP Wealth Management first reported a position in MTB in Q4 2025 and has held it in 2 quarters since. 1,108 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • SHP Wealth Management held 923 shares of M&T Bank worth $191K as of Q1 2026.
  • SHP Wealth Management bought 15 M&T Bank shares in Q1 2026, an estimated $3.23K.
  • M&T Bank made up 0.01% of SHP Wealth Management's portfolio in Q1 2026, its #279 holding.
  • SHP Wealth Management first reported a position in M&T Bank in Q4 2025 and has held it in 2 quarters since.
  • 1,108 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.