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UP Strategic Wealth Investment Advisors’s M&T Bank MTB Stock Holding History

UP Strategic Wealth 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
Q1 		$322K Buy
1,511
+500
+49% +$108K 0.2% 67
2025
Q4 		$241K Buy
+1,011
New +$193K 0.17% 77

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's MTB Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors increased its M&T Bank (MTB) stake by 49% in Q1 2026, buying an estimated $108K and bringing the position to 1,511 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #67.

UP Strategic Wealth Investment Advisors first reported a position in MTB in Q4 2025 and has held it in 2 quarters since. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,511 shares of M&T Bank worth $322K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors bought 500 M&T Bank shares in Q1 2026, an estimated $108K.
  • M&T Bank made up 0.2% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #67 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in M&T Bank in Q4 2025 and has held it in 2 quarters since.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.