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VSM Wealth Advisory’s M&T Bank MTB Stock Holding History

VSM Wealth Advisory’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 		$30.7K Hold
129
– – 0.01% 262
2026
Q1 		$26.7K Hold
129
– – 0.01% 266
2025
Q4 		$26K Hold
129
– – 0.01% 245
2025
Q3 		$25.5K Hold
129
– – 0.01% 257
2025
Q2 		$25K Hold
129
– – 0.01% 286
2025
Q1 		$23.1K Hold
129
– – 0.01% 261
2024
Q4 		$24.3K Buy
+129
New +$25.6K 0.01% 251

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

VSM Wealth Advisory's MTB Position: Q2 2026 in Review

VSM Wealth Advisory held its M&T Bank (MTB) position steady in Q2 2026 at 129 shares worth $30.7K. The position accounts for 0.01% of the portfolio, ranked #262.

VSM Wealth Advisory first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • VSM Wealth Advisory held 129 shares of M&T Bank worth $30.7K as of Q2 2026.
  • VSM Wealth Advisory left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.01% of VSM Wealth Advisory's portfolio in Q2 2026, its #262 holding.
  • VSM Wealth Advisory first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.