Annis Gardner Whiting Capital Advisors’s M&T Bank MTB Stock Holding History

Annis Gardner Whiting Capital 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	–	Sell	-89	Closed	-$18.4K	–	914
2026 Q1	$18.4K	Sell	89 -19	-18%	-$4.09K	﹤0.01%	760
2025 Q4	$21.8K	Sell	108 -14	-11%	-$2.67K	﹤0.01%	641
2025 Q3	$24.1K	Buy	122 +9	+8%	+$1.77K	0.01%	583
2025 Q2	$21.9K	Buy	113 +9	+9%	+$1.59K	0.01%	552
2025 Q1	$18.6K	Buy	104 +100	+2,500%	+$19K	0.01%	469
2024 Q4	$753	Buy	+4	New	+$795	﹤0.01%	725
2024 Q3	–	Sell	-8	Closed	-$1.21K	–	870
2024 Q2	$1.21K	Buy	8 +4	+100%	+$584	﹤0.01%	880
2024 Q1	$582	Buy	+4	New	+$554	﹤0.01%	896

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 $3.38T AUM 44.17% 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

Annis Gardner Whiting Capital Advisors's MTB Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 89 shares — an estimated $18.4K sold.

Annis Gardner Whiting Capital Advisors first reported a position in MTB in Q1 2024 and held it in 8 quarters. The position peaked at $24.1K in Q3 2025. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 89 M&T Bank shares in Q2 2026, an estimated $18.4K.
Annis Gardner Whiting Capital Advisors first reported a position in M&T Bank in Q1 2024 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's M&T Bank position peaked at $24.1K in Q3 2025.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.