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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
Q2 		$381K Hold
1,511
– – 0.23% 66
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

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

UP Strategic Wealth Investment Advisors's MTB Position: Q2 2026 in Review

UP Strategic Wealth Investment Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 1,511 shares worth $381K. The position accounts for 0.23% of the portfolio, ranked #66.

UP Strategic Wealth Investment Advisors first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • UP Strategic Wealth Investment Advisors held 1,511 shares of M&T Bank worth $381K as of Q2 2026.
  • UP Strategic Wealth Investment Advisors left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.23% of UP Strategic Wealth Investment Advisors's portfolio in Q2 2026, its #66 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.