TrueWealth Advisors’s M&T Bank MTB Stock Holding History

TrueWealth 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	$1.09M	Buy	4,566 +211	+5%	+$46.1K	0.25%	80
2026 Q1	$900K	Buy	4,355 +3,175	+269%	+$683K	0.23%	85
2025 Q4	$238K	Hold	1,180	–	–	0.06%	213
2025 Q3	$233K	Hold	1,180	–	–	0.06%	208
2025 Q2	$229K	Hold	1,180	–	–	0.07%	204
2025 Q1	$211K	Hold	1,180	–	–	0.07%	199
2024 Q4	$222K	Hold	1,180	–	–	0.07%	206
2024 Q3	$210K	Buy	+1,180	New	+$196K	0.07%	219
2022 Q4	–	Sell	-1,180	Closed	-$208K	–	185
2022 Q3	$208K	Buy	+1,180	New	+$209K	0.1%	154

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

TrueWealth Advisors's MTB Position: Q2 2026 in Review

TrueWealth Advisors increased its M&T Bank (MTB) stake by 4.8% in Q2 2026, buying an estimated $46.1K and bringing the position to 4,566 shares worth $1.09M. The position accounts for 0.25% of the portfolio, ranked #80.

TrueWealth Advisors first reported a position in MTB in Q3 2022 and has held it in 9 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

TrueWealth Advisors held 4,566 shares of M&T Bank worth $1.09M as of Q2 2026.
TrueWealth Advisors bought 211 M&T Bank shares in Q2 2026, an estimated $46.1K.
M&T Bank made up 0.25% of TrueWealth Advisors's portfolio in Q2 2026, its #80 holding.
TrueWealth Advisors first reported a position in M&T Bank in Q3 2022 and has held it in 9 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on TrueWealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.