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World Investment Advisors’s M&T Bank MTB Stock Holding History

World Investment 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 		$260K Sell
1,246
-450
-27% -$98.4K ﹤0.01% 1307
2026
Q1 		$351K Sell
1,696
-27
-2% -$5.81K 0.01% 1166
2025
Q4 		$347K Buy
1,723
+594
+53% +$113K 0.01% 1111
2025
Q3 		$223K Buy
1,129
+5
+0.4% +$981 ﹤0.01% 1118
2025
Q2 		$218K Sell
1,124
-5
-0.4% -$882 ﹤0.01% 1052
2025
Q1 		$202K Buy
+1,129
New +$214K 0.01% 1010

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 $3.38T AUM 44.17% 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

World Investment Advisors's MTB Position: Q2 2026 in Review

World Investment Advisors reduced its M&T Bank (MTB) stake by 27% in Q2 2026, selling an estimated $98.4K and leaving 1,246 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1307.

World Investment Advisors first reported a position in MTB in Q1 2025 and has held it in 6 quarters since. The position peaked at $351K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • World Investment Advisors held 1,246 shares of M&T Bank worth $260K as of Q2 2026.
  • World Investment Advisors sold 450 M&T Bank shares in Q2 2026, an estimated $98.4K.
  • M&T Bank made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1307 holding.
  • World Investment Advisors first reported a position in M&T Bank in Q1 2025 and has held it in 6 quarters since.
  • World Investment Advisors's M&T Bank position peaked at $351K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

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