Atlantic Union Bankshares’s M&T Bank MTB Stock Holding History

Atlantic Union Bankshares’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	$891K	Sell	3,743 -837	-18%	-$183K	0.01%	391
2026 Q1	$947K	Sell	4,580 -121	-3%	-$26K	0.02%	376
2025 Q4	$947K	Hold	4,701	–	–	0.02%	381
2025 Q3	$929K	Buy	4,701 +1,036	+28%	+$203K	0.02%	384
2025 Q2	$711K	Buy	3,665 +2,435	+198%	+$430K	0.02%	362
2025 Q1	$220K	Hold	1,230	–	–	0.01%	290
2024 Q4	$231K	Hold	1,230	–	–	0.01%	292
2024 Q3	$219K	Buy	+1,230	New	+$204K	0.01%	305
2022 Q4	–	Sell	-1,230	Closed	-$217K	–	258
2022 Q3	$217K	Buy	+1,230	New	+$218K	0.02%	235

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

Atlantic Union Bankshares's MTB Position: Q2 2026 in Review

Atlantic Union Bankshares reduced its M&T Bank (MTB) stake by 18% in Q2 2026, selling an estimated $183K and leaving 3,743 shares worth $891K. The position accounts for 0.01% of the portfolio, ranked #391.

Atlantic Union Bankshares first reported a position in MTB in Q3 2022 and has held it in 9 quarters since. The position peaked at $947K in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Atlantic Union Bankshares held 3,743 shares of M&T Bank worth $891K as of Q2 2026.
Atlantic Union Bankshares sold 837 M&T Bank shares in Q2 2026, an estimated $183K.
M&T Bank made up 0.01% of Atlantic Union Bankshares's portfolio in Q2 2026, its #391 holding.
Atlantic Union Bankshares first reported a position in M&T Bank in Q3 2022 and has held it in 9 quarters since.
Atlantic Union Bankshares's M&T Bank position peaked at $947K in Q4 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Atlantic Union Bankshares's 13F filing for Q2 2026, filed 11 Aug 2026.