SVWAG
MTB icon

Sound View Wealth Advisors Group’s M&T Bank MTB Stock Holding History

Sound View Wealth Advisors Group’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 		$361K Sell
1,515
-20
-1% -$4.37K 0.02% 330
2026
Q1 		$317K Sell
1,535
-7
-0.5% -$1.51K 0.02% 335
2025
Q4 		$311K Hold
1,542
– – 0.02% 348
2025
Q3 		$305K Sell
1,542
-55
-3% -$10.8K 0.02% 354
2025
Q2 		$310K Sell
1,597
-85
-5% -$15K 0.02% 342
2025
Q1 		$301K Buy
1,682
+153
+10% +$29K 0.02% 330
2024
Q4 		$287K Sell
1,529
-19
-1% -$3.78K 0.02% 344
2024
Q3 		$276K Buy
1,548
+94
+6% +$15.6K 0.02% 348
2024
Q2 		$220K Buy
1,454
+58
+4% +$8.47K 0.02% 342
2024
Q1 		$203K Sell
1,396
-99
-7% -$13.7K 0.02% 360
2023
Q4 		$205K Sell
1,495
-90
-6% -$11.3K 0.02% 370
2023
Q3 		$200K Buy
+1,585
New +$207K 0.02% 351
2023
Q1 		– Sell
-1,495
Closed -$205K – 399
2022
Q4 		$205K Buy
+1,495
New +$246K 0.02% 370
2021
Q4 		– Sell
-2,650
Closed -$396K – 296
2021
Q3 		$396K Buy
2,650
+930
+54% +$129K 0.08% 197
2021
Q2 		$250K Buy
+1,720
New +$269K 0.05% 252

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

Sound View Wealth Advisors Group's MTB Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its M&T Bank (MTB) stake by 1.3% in Q2 2026, selling an estimated $4.37K and leaving 1,515 shares worth $361K. The position accounts for 0.02% of the portfolio, ranked #330.

Sound View Wealth Advisors Group first reported a position in MTB in Q2 2021 and has held it in 15 quarters since. The position peaked at $396K in Q3 2021. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,515 shares of M&T Bank worth $361K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 20 M&T Bank shares in Q2 2026, an estimated $4.37K.
  • M&T Bank made up 0.02% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #330 holding.
  • Sound View Wealth Advisors Group first reported a position in M&T Bank in Q2 2021 and has held it in 15 quarters since.
  • Sound View Wealth Advisors Group's M&T Bank position peaked at $396K in Q3 2021.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.