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Summit Financial’s M&T Bank MTB Stock Holding History

Summit Financial’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 		$580K Sell
2,438
-99
-4% -$21.6K 0.01% 1039
2026
Q1 		$525K Sell
2,537
-24
-0.9% -$5.17K 0.01% 977
2025
Q4 		$516K Sell
2,561
-24
-0.9% -$4.58K 0.01% 880
2025
Q3 		$511K Buy
2,585
+110
+4% +$21.6K 0.01% 875
2025
Q2 		$480K Buy
+2,475
New +$437K 0.01% 581

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

Summit Financial's MTB Position: Q2 2026 in Review

Summit Financial reduced its M&T Bank (MTB) stake by 3.9% in Q2 2026, selling an estimated $21.6K and leaving 2,438 shares worth $580K. The position accounts for 0.01% of the portfolio, ranked #1039.

Summit Financial first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Summit Financial held 2,438 shares of M&T Bank worth $580K as of Q2 2026.
  • Summit Financial sold 99 M&T Bank shares in Q2 2026, an estimated $21.6K.
  • M&T Bank made up 0.01% of Summit Financial's portfolio in Q2 2026, its #1039 holding.
  • Summit Financial first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.