Western Wealth Management’s M&T Bank MTB Stock Holding History

Western Wealth Management’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	$754K	Sell	3,169 -101	-3%	-$22.1K	0.02%	559
2026 Q1	$676K	Hold	3,270	–	–	0.03%	559
2025 Q4	$659K	Hold	3,270	–	–	0.03%	453
2025 Q3	$646K	Hold	3,270	–	–	0.03%	394
2025 Q2	$634K	Hold	3,270	–	–	0.04%	360
2025 Q1	$584K	Buy	3,270 +101	+3%	+$19.2K	0.04%	350
2024 Q4	$596K	Hold	3,169	–	–	0.03%	414
2024 Q3	$564K	Hold	3,169	–	–	0.03%	433
2024 Q2	$480K	Sell	3,169 -13	-0.4%	-$1.9K	0.04%	379
2024 Q1	$463K	Buy	3,182 +32	+1%	+$4.43K	0.04%	385
2023 Q4	$432K	Hold	3,150	–	–	0.03%	453
2023 Q3	$398K	Buy	+3,150	New	+$411K	0.03%	436

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

Western Wealth Management's MTB Position: Q2 2026 in Review

Western Wealth Management reduced its M&T Bank (MTB) stake by 3.1% in Q2 2026, selling an estimated $22.1K and leaving 3,169 shares worth $754K. The position accounts for 0.02% of the portfolio, ranked #559.

Western Wealth Management first reported a position in MTB in Q3 2023 and has held it in 12 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Western Wealth Management held 3,169 shares of M&T Bank worth $754K as of Q2 2026.
Western Wealth Management sold 101 M&T Bank shares in Q2 2026, an estimated $22.1K.
M&T Bank made up 0.02% of Western Wealth Management's portfolio in Q2 2026, its #559 holding.
Western Wealth Management first reported a position in M&T Bank in Q3 2023 and has held it in 12 quarters since.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.