Baker Avenue Asset Management’s M&T Bank MTB Stock Holding History

Baker Avenue Asset 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
2026 Q1	$315K	Buy	1,525 +335	+28%	+$72.1K	0.01%	598
2025 Q4	$240K	Buy	1,190 +24	+2%	+$4.58K	0.01%	568
2025 Q3	$230K	Buy	+1,166	New	+$229K	0.01%	552
2023 Q4	–	Sell	-32	Closed	-$4.05K	–	1070
2023 Q3	$4.05K	Buy	32 +17	+113%	+$2.22K	﹤0.01%	991
2023 Q2	$1.86K	Sell	15 -7	-32%	-$847	﹤0.01%	1003
2023 Q1	$2.63K	Buy	22 +18	+450%	+$2.61K	﹤0.01%	950
2022 Q4	$518	Sell	4 -3,429	-100%	-$564K	﹤0.01%	1297
2022 Q3	$605K	Buy	+3,433	New	+$607K	0.04%	217
2016 Q1	–	Sell	-5,590	Closed	-$677K	–	195
2015 Q4	$677K	Buy	5,590 +1,270	+29%	+$155K	0.1%	104
2015 Q3	$527K	Sell	4,320 -120	-3%	-$15K	0.09%	122
2015 Q2	$555K	Buy	4,440 +350	+9%	+$43.1K	0.07%	149
2015 Q1	$519K	Buy	4,090 +439	+12%	+$53.1K	0.07%	150
2014 Q4	$459K	Buy	3,651 +311	+9%	+$38.2K	0.06%	164
2014 Q3	$412K	Buy	3,340 +670	+25%	+$82.5K	0.06%	182
2014 Q2	$331K	Buy	+2,670	New	+$325K	0.05%	205

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baker Avenue Asset Management's MTB Position: Q1 2026 in Review

Baker Avenue Asset Management increased its M&T Bank (MTB) stake by 28% in Q1 2026, buying an estimated $72.1K and bringing the position to 1,525 shares worth $315K. The position accounts for 0.01% of the portfolio, ranked #598.

Baker Avenue Asset Management first reported a position in MTB in Q2 2014 and has held it in 15 quarters since. The position peaked at $677K in Q4 2015. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Baker Avenue Asset Management held 1,525 shares of M&T Bank worth $315K as of Q1 2026.
Baker Avenue Asset Management bought 335 M&T Bank shares in Q1 2026, an estimated $72.1K.
M&T Bank made up 0.01% of Baker Avenue Asset Management's portfolio in Q1 2026, its #598 holding.
Baker Avenue Asset Management first reported a position in M&T Bank in Q2 2014 and has held it in 15 quarters since.
Baker Avenue Asset Management's M&T Bank position peaked at $677K in Q4 2015.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Baker Avenue Asset Management's 13F filing for Q1 2026, filed 12 May 2026.