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WealthCare Investment Partners’s M&T Bank MTB Stock Holding History

WealthCare Investment Partners’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 		$405K Buy
1,703
+23
+1% +$5.03K 0.1% 138
2026
Q1 		$344K Hold
1,680
– – 0.1% 144
2025
Q4 		$343K Buy
1,680
+13
+0.8% +$2.48K 0.1% 140
2025
Q3 		$326K Sell
1,667
-7
-0.4% -$1.37K 0.11% 134
2025
Q2 		$339K Sell
1,674
-347
-17% -$61.2K 0.12% 122
2025
Q1 		$317K Buy
2,021
+15
+0.7% +$2.85K 0.13% 113
2024
Q4 		$379K Buy
2,006
+23
+1% +$4.57K 0.17% 107
2024
Q3 		$353K Sell
1,983
-537
-21% -$89K 0.15% 103
2024
Q2 		$381K Buy
2,520
+46
+2% +$6.72K 0.18% 97
2024
Q1 		$360K Hold
2,474
– – 0.17% 97
2023
Q4 		$342K Buy
2,474
+23
+0.9% +$2.89K 0.19% 93
2023
Q3 		$299K Hold
2,451
– – 0.18% 88
2023
Q2 		$308K Buy
2,451
+25
+1% +$3.02K 0.18% 87
2023
Q1 		$290K Buy
2,426
+76
+3% +$11K 0.18% 95
2022
Q4 		$341K Buy
2,350
+19
+0.8% +$3.12K 0.23% 80
2022
Q3 		$411K Buy
2,331
+16
+0.7% +$2.83K 0.34% 71
2022
Q2 		$369K Buy
2,315
+17
+0.7% +$2.86K 0.32% 72
2022
Q1 		$367K Buy
+2,298
New +$405K 0.33% 69

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

WealthCare Investment Partners's MTB Position: Q2 2026 in Review

WealthCare Investment Partners increased its M&T Bank (MTB) stake by 1.4% in Q2 2026, buying an estimated $5.03K and bringing the position to 1,703 shares worth $405K. The position accounts for 0.1% of the portfolio, ranked #138.

WealthCare Investment Partners first reported a position in MTB in Q1 2022 and has held it in 18 quarters since. The position peaked at $411K in Q3 2022. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • WealthCare Investment Partners held 1,703 shares of M&T Bank worth $405K as of Q2 2026.
  • WealthCare Investment Partners bought 23 M&T Bank shares in Q2 2026, an estimated $5.03K.
  • M&T Bank made up 0.1% of WealthCare Investment Partners's portfolio in Q2 2026, its #138 holding.
  • WealthCare Investment Partners first reported a position in M&T Bank in Q1 2022 and has held it in 18 quarters since.
  • WealthCare Investment Partners's M&T Bank position peaked at $411K in Q3 2022.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on WealthCare Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.