Atlas Capital Advisors’s M&T Bank MTB Stock Holding History

Atlas 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	$1.19K	Hold	5	–	–	﹤0.01%	991
2026 Q1	$1.03K	Hold	5	–	–	﹤0.01%	930
2025 Q4	$1.01K	Buy	+5	New	+$955	﹤0.01%	891
2025 Q2	$969	Hold	5	–	–	﹤0.01%	884
2025 Q1	$893	Hold	5	–	–	﹤0.01%	926
2024 Q4	$940	Hold	5	–	–	﹤0.01%	889
2024 Q3	$890	Hold	5	–	–	﹤0.01%	853
2024 Q2	$757	Hold	5	–	–	﹤0.01%	859
2024 Q1	$727	Hold	5	–	–	﹤0.01%	845
2023 Q4	$685	Hold	5	–	–	﹤0.01%	856
2023 Q3	$632	Hold	5	–	–	﹤0.01%	837
2023 Q2	$618	Hold	5	–	–	﹤0.01%	859
2023 Q1	$597	Sell	5 -19	-79%	-$2.76K	﹤0.01%	871
2022 Q4	$3.48K	Sell	24 -22	-48%	-$3.62K	﹤0.01%	808
2022 Q3	$8.11K	Buy	46 +19	+70%	+$3.36K	﹤0.01%	735
2022 Q2	$4.3K	Buy	27 +22	+440%	+$3.7K	﹤0.01%	864
2022 Q1	$848	Sell	5 -166	-97%	-$29.3K	﹤0.01%	870
2021 Q4	$26.3K	Sell	171 -480	-74%	-$73.7K	﹤0.01%	606
2021 Q3	$97.2K	Sell	651 -2,167	-77%	-$300K	0.02%	446
2021 Q2	$409K	Sell	2,818 -82	-3%	-$12.8K	0.07%	238
2021 Q1	$440K	Buy	+2,900	New	+$428K	0.09%	219
2019 Q3	–	Sell	-499	Closed	-$84.9K	–	675
2019 Q2	$84.9K	Hold	499	–	–	0.03%	417
2019 Q1	$78.4K	Sell	499 -44	-8%	-$7.22K	0.03%	382
2018 Q4	$77.7K	Sell	543 -1,279	-70%	-$204K	0.03%	363
2018 Q3	$305K	Buy	+1,822	New	+$316K	0.1%	238

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

Atlas Capital Advisors's MTB Position: Q2 2026 in Review

Atlas Capital Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 5 shares worth $1.19K. The position accounts for ﹤0.01% of the portfolio, ranked #991.

Atlas Capital Advisors first reported a position in MTB in Q3 2018 and has held it in 25 quarters since. The position peaked at $440K in Q1 2021. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Atlas Capital Advisors held 5 shares of M&T Bank worth $1.19K as of Q2 2026.
Atlas Capital Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Atlas Capital Advisors's portfolio in Q2 2026, its #991 holding.
Atlas Capital Advisors first reported a position in M&T Bank in Q3 2018 and has held it in 25 quarters since.
Atlas Capital Advisors's M&T Bank position peaked at $440K in Q1 2021.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.