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XML Financial’s M&T Bank MTB Stock Holding History

XML Financial’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 		$475K Buy
1,996
+9
+0.5% +$1.97K 0.03% 292
2026
Q1 		$411K Sell
1,987
-1,411
-42% -$304K 0.03% 290
2025
Q4 		$685K Sell
3,398
-370
-10% -$70.7K 0.06% 218
2025
Q3 		$745K Sell
3,768
-186
-5% -$36.5K 0.06% 207
2025
Q2 		$767K Buy
3,954
+14
+0.4% +$2.47K 0.07% 196
2025
Q1 		$704K Buy
3,940
+14
+0.4% +$2.65K 0.07% 192
2024
Q4 		$738K Buy
3,926
+14
+0.4% +$2.78K 0.07% 195
2024
Q3 		$697K Buy
3,912
+14
+0.4% +$2.32K 0.06% 198
2024
Q2 		$590K Buy
3,898
+34
+0.9% +$4.97K 0.06% 202
2024
Q1 		$562K Hold
3,864
– – 0.06% 216
2023
Q4 		$530K Buy
3,864
+643
+20% +$80.8K 0.06% 210
2023
Q3 		$407K Sell
3,221
-492
-13% -$64.2K 0.05% 220
2023
Q2 		$460K Buy
3,713
+1,532
+70% +$185K 0.05% 226
2023
Q1 		$261K Buy
2,181
+14
+0.6% +$2.03K 0.03% 283
2022
Q4 		$314K Buy
2,167
+12
+0.6% +$1.97K 0.04% 254
2022
Q3 		$380K Buy
2,155
+805
+60% +$142K 0.05% 221
2022
Q2 		$215K Sell
1,350
-1,219
-47% -$205K 0.05% 208
2022
Q1 		$436K Buy
2,569
+16
+0.6% +$2.82K 0.05% 221
2021
Q4 		$392K Sell
2,553
-7
-0.3% -$1.07K 0.05% 234
2021
Q3 		$382K Buy
2,560
+18
+0.7% +$2.5K 0.05% 228
2021
Q2 		$369K Buy
2,542
+19
+0.8% +$2.97K 0.08% 165
2021
Q1 		$383K Buy
2,523
+8
+0.3% +$1.18K 0.09% 150
2020
Q4 		$320K Buy
2,515
+21
+0.8% +$2.39K 0.08% 155
2020
Q3 		$230K Sell
2,494
-39
-2% -$3.99K 0.07% 167
2020
Q2 		$263K Buy
2,533
+27
+1% +$2.85K 0.09% 159
2020
Q1 		$259K Sell
2,506
-9
-0.4% -$1.32K 0.11% 142
2019
Q4 		$427K Buy
+2,515
New +$408K 0.16% 110

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

XML Financial's MTB Position: Q2 2026 in Review

XML Financial increased its M&T Bank (MTB) stake by 0.45% in Q2 2026, buying an estimated $1.97K and bringing the position to 1,996 shares worth $475K. The position accounts for 0.03% of the portfolio, ranked #292.

XML Financial first reported a position in MTB in Q4 2019 and has held it in 27 quarters since. The position peaked at $767K in Q2 2025. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • XML Financial held 1,996 shares of M&T Bank worth $475K as of Q2 2026.
  • XML Financial bought 9 M&T Bank shares in Q2 2026, an estimated $1.97K.
  • M&T Bank made up 0.03% of XML Financial's portfolio in Q2 2026, its #292 holding.
  • XML Financial first reported a position in M&T Bank in Q4 2019 and has held it in 27 quarters since.
  • XML Financial's M&T Bank position peaked at $767K in Q2 2025.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.