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Summit Securities Group’s M&T Bank MTB Stock Holding History

Summit Securities 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 		$204K Buy
856
+542
+173% +$119K 0.02% 275
2026
Q1 		$64.9K Buy
314
+81
+35% +$17.4K 0.01% 344
2025
Q4 		$46.9K Sell
233
-36
-13% -$6.88K 0.01% 628
2025
Q3 		$53.2K Buy
269
+160
+147% +$31.4K 0.01% 551
2025
Q2 		$21.1K Buy
+109
New +$19.2K ﹤0.01% 714
2023
Q3 		– Sell
-217
Closed -$27K – 870
2023
Q2 		$27K Sell
217
-115
-35% -$13.9K ﹤0.01% 557
2023
Q1 		$40K Buy
332
+157
+90% +$22.8K ﹤0.01% 473
2022
Q4 		$25K Buy
+175
New +$28.8K ﹤0.01% 858
2022
Q3 		– Sell
-775
Closed -$124K – 1081
2022
Q2 		$124K Buy
775
+722
+1,362% +$121K 0.02% 378
2022
Q1 		$9K Buy
+53
New +$9.35K ﹤0.01% 862
2013
Q4 		– Sell
-1,000
Closed -$112K – 571
2013
Q3 		$112K Buy
1,000
+900
+900% +$104K 0.04% 153
2013
Q2 		$11K Buy
+100
New +$10.3K 0.01% 305

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 Securities Group's MTB Position: Q2 2026 in Review

Summit Securities Group increased its M&T Bank (MTB) stake by 173% in Q2 2026, buying an estimated $119K and bringing the position to 856 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #275.

Summit Securities Group first reported a position in MTB in Q2 2013 and has held it in 12 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Summit Securities Group held 856 shares of M&T Bank worth $204K as of Q2 2026.
  • Summit Securities Group bought 542 M&T Bank shares in Q2 2026, an estimated $119K.
  • M&T Bank made up 0.02% of Summit Securities Group's portfolio in Q2 2026, its #275 holding.
  • Summit Securities Group first reported a position in M&T Bank in Q2 2013 and has held it in 12 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.