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Alan B. Lancz & Associates’s M&T Bank MTB Stock Holding History

Alan B. Lancz & Associates’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 		$212K Buy
+892
New +$195K 0.18% 133
2023
Q2 		– Sell
-1,210
Closed -$145K – 164
2023
Q1 		$145K Hold
1,210
– – 0.15% 155
2022
Q4 		$181K Hold
1,210
– – 0.18% 141
2022
Q3 		$213K Hold
1,210
– – 0.25% 107
2022
Q2 		$215K Buy
+1,210
New +$203K 0.21% 119

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

Alan B. Lancz & Associates's MTB Position: Q2 2026 in Review

Alan B. Lancz & Associates opened a new position in M&T Bank (MTB) in Q2 2026: 892 shares worth $212K. The stake represents 0.18% of the portfolio and ranks #133 among its holdings. This is a return to the name: Alan B. Lancz & Associates previously reported a position in MTB as recently as Q1 2023.

Alan B. Lancz & Associates first reported a position in MTB in Q2 2022 and has held it in 5 quarters since. The position peaked at $215K in Q2 2022. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Alan B. Lancz & Associates held 892 shares of M&T Bank worth $212K as of Q2 2026.
  • M&T Bank was a new Alan B. Lancz & Associates position in Q2 2026.
  • M&T Bank made up 0.18% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #133 holding.
  • Alan B. Lancz & Associates first reported a position in M&T Bank in Q2 2022 and has held it in 5 quarters since.
  • Alan B. Lancz & Associates's M&T Bank position peaked at $215K in Q2 2022.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.