Warner Group’s M&T Bank MTB Stock Holding History

Warner Group’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	$482K	Buy	2,024 +1,012	+100%	+$221K	0.12%	85
2026 Q1	$209K	Buy	+1,012	New	+$218K	0.14%	76

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

Warner Group's MTB Position: Q2 2026 in Review

Warner Group increased its M&T Bank (MTB) stake by 100% in Q2 2026, buying an estimated $221K and bringing the position to 2,024 shares worth $482K. The position accounts for 0.12% of the portfolio, ranked #85.

Warner Group first reported a position in MTB in Q1 2026 and has held it in 2 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Warner Group held 2,024 shares of M&T Bank worth $482K as of Q2 2026.
Warner Group bought 1,012 M&T Bank shares in Q2 2026, an estimated $221K.
M&T Bank made up 0.12% of Warner Group's portfolio in Q2 2026, its #85 holding.
Warner Group first reported a position in M&T Bank in Q1 2026 and has held it in 2 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Warner Group's 13F filing for Q2 2026, filed 27 Jul 2026.