Spectrum Wealth Advisory Group
MTB icon

Spectrum Wealth Advisory Group’s M&T Bank MTB Stock Holding History

Spectrum Wealth Advisory 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
Q3 		– Sell
-5
Closed -$1.2K – 353
2026
Q2 		$1.2K Buy
+5
New +$1.09K ﹤0.01% 389
2023
Q3 		– Sell
-4,017
Closed -$497K – 32
2023
Q2 		$497K Sell
4,017
-153
-4% -$18.5K 0.66% 19
2023
Q1 		$499K Buy
+4,170
New +$605K 0.67% 20

Other funds holding MTB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Spectrum Wealth Advisory Group's MTB Position: Q3 2026 in Review

Spectrum Wealth Advisory Group sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 5 shares — an estimated $1.2K sold.

Spectrum Wealth Advisory Group first reported a position in MTB in Q1 2023 and held it in 3 quarters. The position peaked at $499K in Q1 2023. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Spectrum Wealth Advisory Group reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
  • Spectrum Wealth Advisory Group sold 5 M&T Bank shares in Q3 2026, an estimated $1.2K.
  • Spectrum Wealth Advisory Group first reported a position in M&T Bank in Q1 2023 and held it in 3 quarters.
  • Spectrum Wealth Advisory Group's M&T Bank position peaked at $499K in Q1 2023.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Spectrum Wealth Advisory Group's 13F filing for Q3 2026, filed 29 Oct 2026.