Valley Wealth Managers’s M&T Bank MTB Stock Holding History

Valley Wealth Managers’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	$3.33K	Hold	14	–	–	﹤0.01%	310
2026 Q1	$2.89K	Hold	14	–	–	﹤0.01%	290
2025 Q4	$2.82K	Hold	14	–	–	﹤0.01%	323
2025 Q3	$2.77K	Hold	14	–	–	﹤0.01%	280
2025 Q2	$2.72K	Buy	+14	New	+$2.47K	﹤0.01%	270
2023 Q3	–	Sell	-125	Closed	-$15.5K	–	383
2023 Q2	$15.5K	Hold	125	–	–	﹤0.01%	258
2023 Q1	$14.9K	Hold	125	–	–	﹤0.01%	268
2022 Q4	$18.1K	Hold	125	–	–	﹤0.01%	274
2022 Q3	$22K	Hold	125	–	–	﹤0.01%	283
2022 Q2	$20K	Buy	+125	New	+$21K	﹤0.01%	295
2020 Q4	–	Sell	-84,768	Closed	-$7.81M	–	164
2020 Q3	$7.81M	Sell	84,768 -20,879	-20%	-$2.13M	0.86%	46
2020 Q2	$11M	Buy	105,647 +4,066	+4%	+$429K	1.23%	39
2020 Q1	$10.5M	Buy	+101,581	New	+$14.9M	1.36%	33
2017 Q2	–	Sell	-36	Closed	-$6K	–	159
2017 Q1	$6K	Hold	36	–	–	﹤0.01%	184
2016 Q4	$6K	Hold	36	–	–	﹤0.01%	189
2016 Q3	$4K	Hold	36	–	–	﹤0.01%	188
2016 Q2	$4K	Buy	+36	New	+$4.18K	﹤0.01%	193

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

Valley Wealth Managers's MTB Position: Q2 2026 in Review

Valley Wealth Managers held its M&T Bank (MTB) position steady in Q2 2026 at 14 shares worth $3.33K. The position accounts for ﹤0.01% of the portfolio, ranked #310.

Valley Wealth Managers first reported a position in MTB in Q2 2016 and has held it in 17 quarters since. The position peaked at $11M in Q2 2020. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Valley Wealth Managers held 14 shares of M&T Bank worth $3.33K as of Q2 2026.
Valley Wealth Managers left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Valley Wealth Managers's portfolio in Q2 2026, its #310 holding.
Valley Wealth Managers first reported a position in M&T Bank in Q2 2016 and has held it in 17 quarters since.
Valley Wealth Managers's M&T Bank position peaked at $11M in Q2 2020.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.