Simplicity Wealth’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$320K Buy
+1,345
New +$294K 0.01% 812
2024
Q3
Sell
-3,094
Closed -$468K 945
2024
Q2
$468K Buy
3,094
+116
+4% +$16.9K 0.01% 785
2024
Q1
$433K Buy
+2,978
New +$413K 0.01% 792

Other funds holding MTB

Simplicity Wealth's MTB Position: Q2 2026 in Review

Simplicity Wealth opened a new position in M&T Bank (MTB) in Q2 2026: 1,345 shares worth $320K. The stake represents 0.01% of the portfolio and ranks #812 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in MTB as recently as Q2 2024.

Simplicity Wealth first reported a position in MTB in Q1 2024 and has held it in 3 quarters since. The position peaked at $468K in Q2 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Simplicity Wealth held 1,345 shares of M&T Bank worth $320K as of Q2 2026.
  • M&T Bank was a new Simplicity Wealth position in Q2 2026.
  • M&T Bank made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #812 holding.
  • Simplicity Wealth first reported a position in M&T Bank in Q1 2024 and has held it in 3 quarters since.
  • Simplicity Wealth's M&T Bank position peaked at $468K in Q2 2024.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.