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Valmark Advisers’s M&T Bank MTB Stock Holding History

Valmark Advisers’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 		$1.58M Sell
6,634
-24
-0.4% -$5.25K 0.02% 296
2026
Q1 		$1.38M Buy
6,658
+4,252
+177% +$915K 0.02% 300
2025
Q4 		$485K Buy
2,406
+11
+0.5% +$2.1K 0.01% 450
2025
Q3 		$473K Hold
2,395
– – 0.01% 447
2025
Q2 		$465K Buy
2,395
+530
+28% +$93.5K 0.01% 454
2025
Q1 		$333K Sell
1,865
-25
-1% -$4.74K 0.01% 494
2024
Q4 		$355K Buy
1,890
+41
+2% +$8.15K 0.01% 477
2024
Q3 		$329K Sell
1,849
-25
-1% -$4.14K 0.01% 482
2024
Q2 		$284K Sell
1,874
-69
-4% -$10.1K ﹤0.01% 483
2024
Q1 		$283K Sell
1,943
-48
-2% -$6.65K ﹤0.01% 464
2023
Q4 		$273K Sell
1,991
-545
-21% -$68.5K 0.01% 440
2023
Q3 		$321K Hold
2,536
– – 0.01% 385
2023
Q2 		$314K Hold
2,536
– – 0.01% 395
2023
Q1 		$303K Buy
2,536
+13
+0.5% +$1.89K 0.01% 391
2022
Q4 		$366K Buy
2,523
+320
+15% +$52.6K 0.01% 346
2022
Q3 		$388K Hold
2,203
– – 0.01% 314
2022
Q2 		$351K Buy
2,203
+207
+10% +$34.8K 0.01% 329
2022
Q1 		$338K Sell
1,996
-35
-2% -$6.17K 0.01% 352
2021
Q4 		$312K Sell
2,031
-3
-0.1% -$461 0.01% 342
2021
Q3 		$304K Sell
2,034
-50
-2% -$6.93K 0.01% 322
2021
Q2 		$303K Buy
2,084
+110
+6% +$17.2K 0.01% 335
2021
Q1 		$299K Buy
1,974
+6
+0.3% +$885 0.01% 327
2020
Q4 		$251K Buy
+1,968
New +$224K 0.01% 317

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

Valmark Advisers's MTB Position: Q2 2026 in Review

Valmark Advisers reduced its M&T Bank (MTB) stake by 0.36% in Q2 2026, selling an estimated $5.25K and leaving 6,634 shares worth $1.58M. The position accounts for 0.02% of the portfolio, ranked #296.

Valmark Advisers first reported a position in MTB in Q4 2020 and has held it in 23 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Valmark Advisers held 6,634 shares of M&T Bank worth $1.58M as of Q2 2026.
  • Valmark Advisers sold 24 M&T Bank shares in Q2 2026, an estimated $5.25K.
  • M&T Bank made up 0.02% of Valmark Advisers's portfolio in Q2 2026, its #296 holding.
  • Valmark Advisers first reported a position in M&T Bank in Q4 2020 and has held it in 23 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.