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Waldron Private Wealth’s M&T Bank MTB Stock Holding History

Waldron Private Wealth’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 		$1.55M Hold
6,500
– – 0.05% 113
2026
Q1 		$1.34M Sell
6,500
-1,518
-19% -$327K 0.05% 121
2025
Q4 		$1.62M Hold
8,018
– – 0.06% 102
2025
Q3 		$1.58M Hold
8,018
– – 0.06% 102
2025
Q2 		$1.56M Hold
8,018
– – 0.07% 99
2025
Q1 		$1.43M Sell
8,018
-288
-3% -$54.6K 0.07% 105
2024
Q4 		$1.56M Hold
8,306
– – 0.06% 128
2024
Q3 		$1.48M Sell
8,306
-239
-3% -$39.6K 0.06% 125
2024
Q2 		$1.29M Buy
8,545
+51
+0.6% +$7.45K 0.06% 131
2024
Q1 		$1.25M Buy
8,494
+156
+2% +$21.6K 0.06% 144
2023
Q4 		$1.14M Sell
8,338
-281
-3% -$35.3K 0.05% 142
2023
Q3 		$1.09M Buy
8,619
+2
+0% +$261 0.06% 142
2023
Q2 		$1.07M Buy
8,617
+372
+5% +$45K 0.05% 148
2023
Q1 		$986K Sell
8,245
-72
-0.9% -$10.5K 0.05% 168
2022
Q4 		$1.47M Hold
8,317
– – 0.09% 119
2022
Q3 		$1.47M Buy
8,317
+26
+0.3% +$4.6K 0.09% 119
2022
Q2 		$1.32M Buy
8,291
+83
+1% +$13.9K 0.07% 143
2022
Q1 		$1.39M Buy
8,208
+44
+0.5% +$7.76K 0.07% 143
2021
Q4 		$1.25M Hold
8,164
– – 0.06% 151
2021
Q3 		$1.22M Buy
8,164
+28
+0.3% +$3.88K 0.07% 134
2021
Q2 		$1.18M Hold
8,136
– – 0.08% 127
2021
Q1 		$1.23M Buy
8,136
+279
+4% +$41.1K 0.09% 114
2020
Q4 		$1M Sell
7,857
-10,798
-58% -$1.23M 0.07% 125
2020
Q3 		$1.72M Sell
18,655
-12
-0.1% -$1.23K 0.15% 88
2020
Q2 		$1.94M Sell
18,667
-2
-0% -$211 0.17% 76
2020
Q1 		$1.93M Buy
18,669
+1,583
+9% +$233K 0.21% 72
2019
Q4 		$2.9M Sell
17,086
-140
-0.8% -$22.7K 0.26% 58
2019
Q3 		$2.72M Buy
+17,226
New +$2.71M 0.28% 57

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

Waldron Private Wealth's MTB Position: Q2 2026 in Review

Waldron Private Wealth held its M&T Bank (MTB) position steady in Q2 2026 at 6,500 shares worth $1.55M. The position accounts for 0.05% of the portfolio, ranked #113.

Waldron Private Wealth first reported a position in MTB in Q3 2019 and has held it in 28 quarters since. The position peaked at $2.9M in Q4 2019. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Waldron Private Wealth held 6,500 shares of M&T Bank worth $1.55M as of Q2 2026.
  • Waldron Private Wealth left its M&T Bank share count unchanged in Q2 2026.
  • M&T Bank made up 0.05% of Waldron Private Wealth's portfolio in Q2 2026, its #113 holding.
  • Waldron Private Wealth first reported a position in M&T Bank in Q3 2019 and has held it in 28 quarters since.
  • Waldron Private Wealth's M&T Bank position peaked at $2.9M in Q4 2019.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Waldron Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.