Bank Julius Baer & Co’s M&T Bank MTB Stock Holding History

Bank Julius Baer & Co’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	–	Sell	-361	Closed	-$72.7K	–	705
2025 Q4	$72.7K	Hold	361	–	–	﹤0.01%	552
2025 Q3	$71.3K	Buy	+361	New	+$70.8K	﹤0.01%	567

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

Bank Julius Baer & Co's MTB Position: Q1 2026 in Review

Bank Julius Baer & Co sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 361 shares — an estimated $72.7K sold.

Bank Julius Baer & Co first reported a position in MTB in Q3 2025 and held it in 2 quarters. The position peaked at $72.7K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Bank Julius Baer & Co reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Bank Julius Baer & Co sold 361 M&T Bank shares in Q1 2026, an estimated $72.7K.
Bank Julius Baer & Co first reported a position in M&T Bank in Q3 2025 and held it in 2 quarters.
Bank Julius Baer & Co's M&T Bank position peaked at $72.7K in Q4 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Bank Julius Baer & Co's 13F filing for Q1 2026, filed 5 May 2026.