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Traphagen Investment Advisors’s M&T Bank MTB Stock Holding History

Traphagen Investment Advisors’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 		$459K Buy
1,928
+4
+0.2% +$875 0.03% 136
2026
Q1 		$398K Buy
1,924
+638
+50% +$137K 0.03% 137
2025
Q4 		$259K Sell
1,286
-47
-4% -$8.98K 0.02% 168
2025
Q3 		$263K Sell
1,333
-50
-4% -$9.81K 0.02% 160
2025
Q2 		$268K Buy
1,383
+19
+1% +$3.35K 0.03% 154
2025
Q1 		$244K Buy
1,364
+3
+0.2% +$569 0.03% 156
2024
Q4 		$256K Buy
1,361
+4
+0.3% +$795 0.03% 150
2024
Q3 		$242K Sell
1,357
-257
-16% -$42.6K 0.02% 151
2024
Q2 		$244K Sell
1,614
-205
-11% -$29.9K 0.03% 146
2024
Q1 		$265K Sell
1,819
-186
-9% -$25.8K 0.03% 149
2023
Q4 		$275K Buy
2,005
+198
+11% +$24.9K 0.03% 132
2023
Q3 		$228K Buy
+1,807
New +$236K 0.03% 138
2020
Q1 		– Sell
-1,360
Closed -$231K – 125
2019
Q4 		$231K Buy
1,360
+1
+0.1% +$162 0.06% 104
2019
Q3 		$215K Buy
1,359
+1
+0.1% +$157 0.06% 104
2019
Q2 		$231K Buy
1,358
+3
+0.2% +$497 0.06% 100
2019
Q1 		$213K Buy
+1,355
New +$222K 0.06% 96

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 $3.38T AUM 44.17% 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

Traphagen Investment Advisors's MTB Position: Q2 2026 in Review

Traphagen Investment Advisors increased its M&T Bank (MTB) stake by 0.21% in Q2 2026, buying an estimated $875 and bringing the position to 1,928 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #136.

Traphagen Investment Advisors first reported a position in MTB in Q1 2019 and has held it in 16 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Traphagen Investment Advisors held 1,928 shares of M&T Bank worth $459K as of Q2 2026.
  • Traphagen Investment Advisors bought 4 M&T Bank shares in Q2 2026, an estimated $875.
  • M&T Bank made up 0.03% of Traphagen Investment Advisors's portfolio in Q2 2026, its #136 holding.
  • Traphagen Investment Advisors first reported a position in M&T Bank in Q1 2019 and has held it in 16 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Traphagen Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.