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Stone House Investment Management’s M&T Bank MTB Stock Holding History

Stone House Investment Management’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 		$67.1K Hold
282
– – 0.01% 188
2026
Q1 		$58.3K Sell
282
-47
-14% -$10.1K 0.01% 161
2025
Q4 		$66.3K Hold
329
– – 0.01% 145
2025
Q3 		$65K Sell
329
-48
-13% -$9.42K 0.01% 135
2025
Q2 		$73.1K Buy
377
+10
+3% +$1.76K 0.01% 127
2025
Q1 		$65.6K Buy
+367
New +$69.6K 0.01% 128
2024
Q4 		– Sell
-367
Closed -$65.4K – 242
2024
Q3 		$65.4K Hold
367
– – 0.01% 101
2024
Q2 		$55.5K Sell
367
-100
-21% -$14.6K 0.01% 114
2024
Q1 		$67.9K Buy
467
+204
+78% +$28.3K 0.02% 103
2023
Q4 		$36.1K Sell
263
-114
-30% -$14.3K 0.01% 96
2023
Q3 		$47.6K Buy
377
+1
+0.3% +$130 0.02% 83
2023
Q2 		$46.5K Buy
376
+2
+0.5% +$242 0.02% 84
2023
Q1 		$44.8K Buy
+374
New +$54.3K 0.02% 95

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 $3.38T AUM 44.17% 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

Stone House Investment Management's MTB Position: Q2 2026 in Review

Stone House Investment Management held its M&T Bank (MTB) position steady in Q2 2026 at 282 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #188.

Stone House Investment Management first reported a position in MTB in Q1 2023 and has held it in 13 quarters since. The position peaked at $73.1K in Q2 2025. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Stone House Investment Management held 282 shares of M&T Bank worth $67.1K as of Q2 2026.
  • Stone House Investment Management left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of Stone House Investment Management's portfolio in Q2 2026, its #188 holding.
  • Stone House Investment Management first reported a position in M&T Bank in Q1 2023 and has held it in 13 quarters since.
  • Stone House Investment Management's M&T Bank position peaked at $73.1K in Q2 2025.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Stone House Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.