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Soltis Investment Advisors’s M&T Bank MTB Stock Holding History

Soltis Investment 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 		$232K Buy
+977
New +$214K 0.01% 582

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

Soltis Investment Advisors's MTB Position: Q2 2026 in Review

Soltis Investment Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 977 shares worth $232K. The stake represents 0.01% of the portfolio and ranks #582 among its holdings.

1,156 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Soltis Investment Advisors held 977 shares of M&T Bank worth $232K as of Q2 2026.
  • M&T Bank was a new Soltis Investment Advisors position in Q2 2026.
  • M&T Bank made up 0.01% of Soltis Investment Advisors's portfolio in Q2 2026, its #582 holding.
  • 1,156 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Soltis Investment Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.