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

Valeo 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 		$317K Buy
1,333
+10
+0.8% +$2.19K 0.01% 611
2026
Q1 		$273K Sell
1,323
-784
-37% -$169K 0.01% 587
2025
Q4 		$424K Buy
2,107
+111
+6% +$21.2K 0.01% 506
2025
Q3 		$394K Sell
1,996
-315
-14% -$61.8K 0.01% 520
2025
Q2 		$448K Buy
2,311
+613
+36% +$108K 0.01% 483
2025
Q1 		$304K Buy
1,698
+120
+8% +$22.8K 0.01% 531
2024
Q4 		$297K Buy
+1,578
New +$314K 0.01% 540
2020
Q3 		– Sell
-90
Closed -$9K – 1943
2020
Q2 		$9K Buy
90
+74
+463% +$7.81K ﹤0.01% 1327
2020
Q1 		$2K Hold
16
– – ﹤0.01% 1550
2019
Q4 		$3K Sell
16
-12
-43% -$1.95K ﹤0.01% 1403
2019
Q3 		$4K Buy
28
+12
+75% +$1.89K ﹤0.01% 1255
2019
Q2 		$3K Hold
16
– – ﹤0.01% 1343
2019
Q1 		$3K Hold
16
– – ﹤0.01% 1293
2018
Q4 		$2K Hold
16
– – ﹤0.01% 1297
2018
Q3 		$3K Hold
16
– – ﹤0.01% 1362
2018
Q2 		$3K Sell
16
-5
-24% -$896 ﹤0.01% 1263
2018
Q1 		$4K Sell
21
-6
-22% -$1.12K ﹤0.01% 1199
2017
Q4 		$5K Buy
27
+17
+170% +$2.82K ﹤0.01% 1016
2017
Q3 		$2K Buy
+10
New +$1.57K ﹤0.01% 1031

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

Valeo Financial Advisors's MTB Position: Q2 2026 in Review

Valeo Financial Advisors increased its M&T Bank (MTB) stake by 0.76% in Q2 2026, buying an estimated $2.19K and bringing the position to 1,333 shares worth $317K. The position accounts for 0.01% of the portfolio, ranked #611.

Valeo Financial Advisors first reported a position in MTB in Q3 2017 and has held it in 19 quarters since. The position peaked at $448K in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Valeo Financial Advisors held 1,333 shares of M&T Bank worth $317K as of Q2 2026.
  • Valeo Financial Advisors bought 10 M&T Bank shares in Q2 2026, an estimated $2.19K.
  • M&T Bank made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #611 holding.
  • Valeo Financial Advisors first reported a position in M&T Bank in Q3 2017 and has held it in 19 quarters since.
  • Valeo Financial Advisors's M&T Bank position peaked at $448K in Q2 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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