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Sigma Planning Corp’s M&T Bank MTB Stock Holding History

Sigma Planning Corp’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 		$528K Sell
2,220
-102
-4% -$22.3K 0.01% 890
2026
Q1 		$480K Sell
2,322
-24
-1% -$5.17K 0.01% 851
2025
Q4 		$473K Sell
2,346
-754
-24% -$144K 0.01% 811
2025
Q3 		$613K Sell
3,100
-261
-8% -$51.2K 0.02% 726
2025
Q2 		$652K Buy
3,361
+589
+21% +$104K 0.02% 675
2025
Q1 		$496K Sell
2,772
-26
-0.9% -$4.93K 0.02% 745
2024
Q4 		$526K Sell
2,798
-136
-5% -$27K 0.02% 727
2024
Q3 		$523K Sell
2,934
-48
-2% -$7.96K 0.02% 725
2024
Q2 		$451K Sell
2,982
-107
-3% -$15.6K 0.01% 767
2024
Q1 		$449K Buy
3,089
+1,577
+104% +$218K 0.01% 802
2023
Q4 		$207K Sell
1,512
-862
-36% -$108K 0.02% 773
2023
Q3 		$300K Buy
2,374
+27
+1% +$3.52K 0.01% 922
2023
Q2 		$290K Buy
+2,347
New +$284K 0.01% 946
2022
Q4 		– Sell
-1,349
Closed -$238K – 1314
2022
Q3 		$238K Sell
1,349
-121
-8% -$21.4K 0.01% 1041
2022
Q2 		$234K Buy
+1,470
New +$247K 0.01% 1101

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

Sigma Planning Corp's MTB Position: Q2 2026 in Review

Sigma Planning Corp reduced its M&T Bank (MTB) stake by 4.4% in Q2 2026, selling an estimated $22.3K and leaving 2,220 shares worth $528K. The position accounts for 0.01% of the portfolio, ranked #890.

Sigma Planning Corp first reported a position in MTB in Q2 2022 and has held it in 15 quarters since. The position peaked at $652K in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sigma Planning Corp held 2,220 shares of M&T Bank worth $528K as of Q2 2026.
  • Sigma Planning Corp sold 102 M&T Bank shares in Q2 2026, an estimated $22.3K.
  • M&T Bank made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #890 holding.
  • Sigma Planning Corp first reported a position in M&T Bank in Q2 2022 and has held it in 15 quarters since.
  • Sigma Planning Corp's M&T Bank position peaked at $652K in Q2 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.