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Atria Investments’s M&T Bank MTB Stock Holding History

Atria Investments’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
Q1 		$1.2M Sell
5,827
-77
-1% -$16.6K 0.01% 958
2025
Q4 		$1.19M Sell
5,904
-118
-2% -$22.5K 0.01% 982
2025
Q3 		$1.19M Sell
6,022
-1,927
-24% -$378K 0.01% 961
2025
Q2 		$1.54M Buy
7,949
+2,556
+47% +$451K 0.02% 835
2025
Q1 		$964K Buy
5,393
+205
+4% +$38.9K 0.01% 1007
2024
Q4 		$975K Sell
5,188
-1,156
-18% -$230K 0.01% 995
2024
Q3 		$1.13M Sell
6,344
-1,181
-16% -$196K 0.01% 908
2024
Q2 		$1.14M Buy
7,525
+555
+8% +$81.1K 0.01% 875
2024
Q1 		$1.01M Buy
+6,970
New +$966K 0.01% 954
2023
Q1 		– Sell
-10,188
Closed -$1.48M – 856
2022
Q4 		$1.48M Sell
10,188
-313
-3% -$51.5K 0.03% 618
2022
Q3 		$1.85M Buy
+10,501
New +$1.86M 0.04% 508
2022
Q2 		– Sell
-5,901
Closed -$1M – 834
2022
Q1 		$1M Buy
+5,901
New +$1.04M 0.02% 854
2020
Q2 		– Sell
-2,030
Closed -$210K – 686
2020
Q1 		$210K Sell
2,030
-903
-31% -$133K 0.02% 521
2019
Q4 		$498K Buy
+2,933
New +$476K 0.01% 793
2019
Q2 		– Sell
-3,046
Closed -$478K – 1045
2019
Q1 		$478K Buy
+3,046
New +$500K 0.02% 542
2015
Q3 		– Sell
-2,059
Closed -$257K – 395
2015
Q2 		$257K Sell
2,059
-21
-1% -$2.59K 0.03% 333
2015
Q1 		$264K Sell
2,080
-57
-3% -$6.9K 0.03% 345
2014
Q4 		$268K Buy
2,137
+244
+13% +$30K 0.03% 353
2014
Q3 		$233K Sell
1,893
-45
-2% -$5.54K 0.02% 418
2014
Q2 		$240K Sell
1,938
-256
-12% -$31.2K 0.02% 375
2014
Q1 		$266K Sell
2,194
-1,101
-33% -$127K 0.03% 377
2013
Q4 		$384K Buy
3,295
+995
+43% +$113K 0.04% 337
2013
Q3 		$257K Buy
2,300
+38
+2% +$4.4K 0.03% 393
2013
Q2 		$253K Buy
+2,262
New +$233K 0.03% 344

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Atria Investments's MTB Position: Q1 2026 in Review

Atria Investments reduced its M&T Bank (MTB) stake by 1.3% in Q1 2026, selling an estimated $16.6K and leaving 5,827 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #958.

Atria Investments first reported a position in MTB in Q2 2013 and has held it in 24 quarters since. The position peaked at $1.85M in Q3 2022. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Atria Investments held 5,827 shares of M&T Bank worth $1.2M as of Q1 2026.
  • Atria Investments sold 77 M&T Bank shares in Q1 2026, an estimated $16.6K.
  • M&T Bank made up 0.01% of Atria Investments's portfolio in Q1 2026, its #958 holding.
  • Atria Investments first reported a position in M&T Bank in Q2 2013 and has held it in 24 quarters since.
  • Atria Investments's M&T Bank position peaked at $1.85M in Q3 2022.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.