Valued Wealth Advisors’s M&T Bank MTB Stock Holding History

Valued Wealth 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	$2.87K	Buy	12 +1	+9%	+$219	﹤0.01%	590
2026 Q1	$2.28K	Buy	11 +10	+1,000%	+$2.15K	﹤0.01%	544
2025 Q4	$208	Hold	1	–	–	﹤0.01%	590
2025 Q3	$203	Hold	1	–	–	﹤0.01%	573
2025 Q2	$197	Hold	1	–	–	﹤0.01%	578
2025 Q1	$181	Hold	1	–	–	﹤0.01%	612
2024 Q4	$189	Hold	1	–	–	﹤0.01%	611
2024 Q3	$179	Hold	1	–	–	﹤0.01%	601
2024 Q2	$152	Hold	1	–	–	﹤0.01%	575
2024 Q1	$146	Hold	1	–	–	﹤0.01%	573
2023 Q4	$127	Buy	+1	New	+$126	﹤0.01%	525

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 $3.38T AUM 44.17% 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

Valued Wealth Advisors's MTB Position: Q2 2026 in Review

Valued Wealth Advisors increased its M&T Bank (MTB) stake by 9.1% in Q2 2026, buying an estimated $219 and bringing the position to 12 shares worth $2.87K. The position accounts for ﹤0.01% of the portfolio, ranked #590.

Valued Wealth Advisors first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Valued Wealth Advisors held 12 shares of M&T Bank worth $2.87K as of Q2 2026.
Valued Wealth Advisors bought 1 M&T Bank share in Q2 2026, an estimated $219.
M&T Bank made up ﹤0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #590 holding.
Valued Wealth Advisors first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.