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True Link Financial Advisors’s M&T Bank MTB Stock Holding History

True Link Financial 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 		– Sell
-130
Closed -$26.9K – 283
2026
Q1 		$26.9K Buy
+130
New +$28K ﹤0.01% 268

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

True Link Financial Advisors's MTB Position: Q2 2026 in Review

True Link Financial Advisors sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 130 shares — an estimated $26.9K sold.

True Link Financial Advisors first reported a position in MTB in Q1 2026 and held it in 1 quarter. The position peaked at $26.9K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • True Link Financial Advisors reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 130 M&T Bank shares in Q2 2026, an estimated $26.9K.
  • True Link Financial Advisors first reported a position in M&T Bank in Q1 2026 and held it in 1 quarter.
  • True Link Financial Advisors's M&T Bank position peaked at $26.9K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.