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Applied Finance Capital Management’s M&T Bank MTB Stock Holding History

Applied Finance Capital Management’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
2025
Q4 		– Sell
-3,136
Closed -$620K – 279
2025
Q3 		$620K Sell
3,136
-977
-24% -$192K 0.04% 158
2025
Q2 		$798K Buy
+4,113
New +$726K 0.05% 150
2024
Q4 		– Sell
-4,018
Closed -$716K – 322
2024
Q3 		$716K Sell
4,018
-516
-11% -$85.6K 0.03% 167
2024
Q2 		$686K Buy
+4,534
New +$662K 0.03% 144

Other funds holding MTB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Applied Finance Capital Management's MTB Position: Q4 2025 in Review

Applied Finance Capital Management sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 3,136 shares — an estimated $620K sold.

Applied Finance Capital Management first reported a position in MTB in Q2 2024 and held it in 4 quarters. The position peaked at $798K in Q2 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Applied Finance Capital Management reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Applied Finance Capital Management sold 3,136 M&T Bank shares in Q4 2025, an estimated $620K.
  • Applied Finance Capital Management first reported a position in M&T Bank in Q2 2024 and held it in 4 quarters.
  • Applied Finance Capital Management's M&T Bank position peaked at $798K in Q2 2025.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Applied Finance Capital Management's 13F filing for Q4 2025, filed 5 Feb 2026.