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Sunrise Financial Services’s M&T Bank MTB Stock Holding History

Sunrise Financial Services’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 		$4.05K Sell
17
-15
-47% -$3.28K ﹤0.01% 299
2026
Q1 		$6.62K Buy
32
+15
+88% +$3.23K ﹤0.01% 264
2025
Q4 		$3.42K Buy
+17
New +$3.25K ﹤0.01% 290

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

Sunrise Financial Services's MTB Position: Q2 2026 in Review

Sunrise Financial Services reduced its M&T Bank (MTB) stake by 47% in Q2 2026, selling an estimated $3.28K and leaving 17 shares worth $4.05K. The position accounts for ﹤0.01% of the portfolio, ranked #299.

Sunrise Financial Services first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. The position peaked at $6.62K in Q1 2026. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Sunrise Financial Services held 17 shares of M&T Bank worth $4.05K as of Q2 2026.
  • Sunrise Financial Services sold 15 M&T Bank shares in Q2 2026, an estimated $3.28K.
  • M&T Bank made up ﹤0.01% of Sunrise Financial Services's portfolio in Q2 2026, its #299 holding.
  • Sunrise Financial Services first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • Sunrise Financial Services's M&T Bank position peaked at $6.62K in Q1 2026.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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