Wilkerson Advisory Group’s M&T Bank MTB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$23.6K Buy
99
+17
+21% +$3.72K 0.01% 314
2026
Q1
$17K Buy
82
+49
+148% +$10.5K 0.01% 324
2025
Q4
$6.65K Buy
+33
New +$6.3K ﹤0.01% 402

Other funds holding MTB

Wilkerson Advisory Group's MTB Position: Q2 2026 in Review

Wilkerson Advisory Group increased its M&T Bank (MTB) stake by 21% in Q2 2026, buying an estimated $3.72K and bringing the position to 99 shares worth $23.6K. The position accounts for 0.01% of the portfolio, ranked #314.

Wilkerson Advisory Group first reported a position in MTB in Q4 2025 and has held it in 3 quarters since. 1,156 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Wilkerson Advisory Group held 99 shares of M&T Bank worth $23.6K as of Q2 2026.
  • Wilkerson Advisory Group bought 17 M&T Bank shares in Q2 2026, an estimated $3.72K.
  • M&T Bank made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #314 holding.
  • Wilkerson Advisory Group first reported a position in M&T Bank in Q4 2025 and has held it in 3 quarters since.
  • 1,156 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.