BankPlus Trust Department’s M&T Bank MTB Stock Holding History

BankPlus Trust Department’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	$107K	Hold	451	–	–	0.03%	225
2026 Q1	$93.2K	Hold	451	–	–	0.02%	224
2025 Q4	$90.9K	Hold	451	–	–	0.02%	221
2025 Q3	$89.1K	Sell	451 -79	-15%	-$15.5K	0.02%	216
2025 Q2	$103K	Hold	530	–	–	0.03%	192
2025 Q1	$94.7K	Hold	530	–	–	0.03%	182
2024 Q4	$99.6K	Buy	+530	New	+$105K	0.03%	180

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 $3.38T AUM 44.17% 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

BankPlus Trust Department's MTB Position: Q2 2026 in Review

BankPlus Trust Department held its M&T Bank (MTB) position steady in Q2 2026 at 451 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #225.

BankPlus Trust Department first reported a position in MTB in Q4 2024 and has held it in 7 quarters since. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

BankPlus Trust Department held 451 shares of M&T Bank worth $107K as of Q2 2026.
BankPlus Trust Department left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up 0.03% of BankPlus Trust Department's portfolio in Q2 2026, its #225 holding.
BankPlus Trust Department first reported a position in M&T Bank in Q4 2024 and has held it in 7 quarters since.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on BankPlus Trust Department's 13F filing for Q2 2026, filed 28 Jul 2026.