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Strategic Wealth Partners’s M&T Bank MTB Stock Holding History

Strategic Wealth Partners’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 		– Sell
-4
Closed -$921 – 1531
2026
Q1 		$921 Buy
+4
New +$861 ﹤0.01% 1263
2025
Q3 		– Sell
-3,400
Closed -$660K – 1370
2025
Q2 		$660K Buy
+3,400
New +$600K 0.05% 183
2024
Q4 		$513K Sell
2,600
-302
-10% -$60K 0.04% 208
2024
Q3 		$517K Sell
2,902
-99
-3% -$16.4K 0.05% 205
2024
Q2 		$454K Buy
+3,001
New +$438K 0.05% 207

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

Strategic Wealth Partners's MTB Position: Q2 2026 in Review

Strategic Wealth Partners sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 4 shares — an estimated $921 sold.

Strategic Wealth Partners first reported a position in MTB in Q2 2024 and held it in 5 quarters. The position peaked at $660K in Q2 2025. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Strategic Wealth Partners reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Strategic Wealth Partners sold 4 M&T Bank shares in Q2 2026, an estimated $921.
  • Strategic Wealth Partners first reported a position in M&T Bank in Q2 2024 and held it in 5 quarters.
  • Strategic Wealth Partners's M&T Bank position peaked at $660K in Q2 2025.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.