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Waterford Advisors’s M&T Bank MTB Stock Holding History

Waterford 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 		$423K Buy
+1,778
New +$389K 0.12% 40

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

Waterford Advisors's MTB Position: Q2 2026 in Review

Waterford Advisors opened a new position in M&T Bank (MTB) in Q2 2026: 1,778 shares worth $423K. The stake represents 0.12% of the portfolio and ranks #40 among its holdings.

1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Waterford Advisors held 1,778 shares of M&T Bank worth $423K as of Q2 2026.
  • M&T Bank was a new Waterford Advisors position in Q2 2026.
  • M&T Bank made up 0.12% of Waterford Advisors's portfolio in Q2 2026, its #40 holding.
  • 1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Waterford Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.