3 Factor Indexing’s M&T Bank MTB Stock Holding History

3 Factor Indexing’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	$239	Hold	1	–	–	﹤0.01%	262
2026 Q1	$207	Buy	+1	New	+$215	﹤0.01%	289

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

3 Factor Indexing's MTB Position: Q2 2026 in Review

3 Factor Indexing held its M&T Bank (MTB) position steady in Q2 2026 at 1 share worth $239. The position accounts for ﹤0.01% of the portfolio, ranked #262.

3 Factor Indexing first reported a position in MTB in Q1 2026 and has held it in 2 quarters since. 1,153 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

3 Factor Indexing held 1 share of M&T Bank worth $239 as of Q2 2026.
3 Factor Indexing left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of 3 Factor Indexing's portfolio in Q2 2026, its #262 holding.
3 Factor Indexing first reported a position in M&T Bank in Q1 2026 and has held it in 2 quarters since.
1,153 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on 3 Factor Indexing's 13F filing for Q2 2026, filed 8 Jul 2026.