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TritonPoint Wealth’s M&T Bank MTB Stock Holding History

TritonPoint Wealth’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 		$533K Sell
2,237
-178
-7% -$38.9K 0.05% 170
2026
Q1 		$499K Sell
2,415
-21
-0.9% -$4.52K 0.05% 175
2025
Q4 		$491K Sell
2,436
-71
-3% -$13.6K 0.05% 177
2025
Q3 		$496K Buy
2,507
+8
+0.3% +$1.57K 0.04% 223
2025
Q2 		$485K Sell
2,499
-574
-19% -$101K 0.04% 218
2025
Q1 		$549K Buy
3,073
+92
+3% +$17.4K 0.05% 205
2024
Q4 		$561K Buy
2,981
+5
+0.2% +$994 0.05% 197
2024
Q3 		$522K Sell
2,976
-417
-12% -$69.1K 0.05% 205
2024
Q2 		$514K Sell
3,393
-440
-11% -$64.3K 0.05% 199
2024
Q1 		$510K Buy
3,833
+87
+2% +$12.1K 0.05% 203
2023
Q4 		$513K Buy
+3,746
New +$471K 0.05% 213

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

TritonPoint Wealth's MTB Position: Q2 2026 in Review

TritonPoint Wealth reduced its M&T Bank (MTB) stake by 7.4% in Q2 2026, selling an estimated $38.9K and leaving 2,237 shares worth $533K. The position accounts for 0.05% of the portfolio, ranked #170.

TritonPoint Wealth first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. The position peaked at $561K in Q4 2024. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • TritonPoint Wealth held 2,237 shares of M&T Bank worth $533K as of Q2 2026.
  • TritonPoint Wealth sold 178 M&T Bank shares in Q2 2026, an estimated $38.9K.
  • M&T Bank made up 0.05% of TritonPoint Wealth's portfolio in Q2 2026, its #170 holding.
  • TritonPoint Wealth first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • TritonPoint Wealth's M&T Bank position peaked at $561K in Q4 2024.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.