TFC Financial Management’s M&T Bank MTB Stock Holding History

TFC Financial 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	$38.1K	Hold	160	–	–	﹤0.01%	319
2026 Q1	$33.1K	Sell	160 -15	-9%	-$3.23K	﹤0.01%	307
2025 Q4	$35.3K	Sell	175 -24	-12%	-$4.58K	﹤0.01%	304
2025 Q3	$39.2K	Buy	199 +24	+14%	+$4.71K	0.01%	293
2025 Q2	$34K	Buy	175 +7	+4%	+$1.24K	﹤0.01%	293
2025 Q1	$30K	Hold	168	–	–	﹤0.01%	290
2024 Q4	$31.6K	Hold	168	–	–	0.01%	280
2024 Q3	$29.9K	Buy	168 +1	+0.6%	+$166	﹤0.01%	297
2024 Q2	$25.3K	Buy	167 +7	+4%	+$1.02K	﹤0.01%	284
2024 Q1	$23.3K	Sell	160 -149	-48%	-$20.6K	﹤0.01%	281
2023 Q4	$42.4K	Sell	309 -4	-1%	-$503	0.01%	241
2023 Q3	$39.6K	Buy	313 +4	+1%	+$522	0.01%	236
2023 Q2	$38.3K	Hold	309	–	–	0.01%	238
2023 Q1	$37K	Sell	309 -315	-50%	-$45.7K	0.01%	260
2022 Q4	$90.5K	Hold	624	–	–	0.03%	164
2022 Q3	$110K	Sell	624 -56	-8%	-$9.91K	0.03%	134
2022 Q2	$108K	Buy	680 +671	+7,456%	+$113K	0.03%	144
2022 Q1	$2K	Hold	9	–	–	﹤0.01%	430
2021 Q4	$1K	Hold	9	–	–	﹤0.01%	543
2021 Q3	$1K	Hold	9	–	–	﹤0.01%	531
2021 Q2	$1K	Hold	9	–	–	﹤0.01%	533
2021 Q1	$1K	Hold	9	–	–	﹤0.01%	524
2020 Q4	$1K	Hold	9	–	–	﹤0.01%	511
2020 Q3	$1K	Buy	+9	New	+$920	﹤0.01%	478

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

TFC Financial Management's MTB Position: Q2 2026 in Review

TFC Financial Management held its M&T Bank (MTB) position steady in Q2 2026 at 160 shares worth $38.1K. The position accounts for ﹤0.01% of the portfolio, ranked #319.

TFC Financial Management first reported a position in MTB in Q3 2020 and has held it in 24 quarters since. The position peaked at $110K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

TFC Financial Management held 160 shares of M&T Bank worth $38.1K as of Q2 2026.
TFC Financial Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of TFC Financial Management's portfolio in Q2 2026, its #319 holding.
TFC Financial Management first reported a position in M&T Bank in Q3 2020 and has held it in 24 quarters since.
TFC Financial Management's M&T Bank position peaked at $110K in Q3 2022.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on TFC Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.