Blue Trust Inc
MTB icon

Blue Trust Inc’s M&T Bank MTB Stock Holding History

Blue Trust Inc’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
Q3 		$161K Sell
741
-493
-40% -$119K ﹤0.01% 842
2026
Q2 		$294K Sell
1,234
-428
-26% -$93.6K ﹤0.01% 667
2026
Q1 		$344K Sell
1,662
-270
-14% -$58.1K ﹤0.01% 604
2025
Q4 		$389K Sell
1,932
-105
-5% -$20.1K ﹤0.01% 572
2025
Q3 		$403K Sell
2,037
-167
-8% -$32.8K ﹤0.01% 567
2025
Q2 		$428K Buy
2,204
+370
+20% +$65.3K 0.01% 504
2025
Q1 		$328K Buy
1,834
+231
+14% +$43.8K ﹤0.01% 535
2024
Q4 		$301K Sell
1,603
-888
-36% -$177K ﹤0.01% 524
2024
Q3 		$377K Buy
2,491
+1,100
+79% +$182K ﹤0.01% 574
2024
Q2 		$202K Buy
1,391
+322
+30% +$47K ﹤0.01% 698
2024
Q1 		$155K Buy
1,069
+116
+12% +$16.1K ﹤0.01% 589
2023
Q4 		$121K Buy
953
+776
+438% +$97.5K ﹤0.01% 608
2023
Q3 		$22K Buy
177
+53
+43% +$6.91K ﹤0.01% 1145
2023
Q2 		$14K Sell
124
-449
-78% -$54.3K ﹤0.01% 1193
2023
Q1 		$83K Sell
573
-3
-0.5% -$435 ﹤0.01% 834
2022
Q4 		$101K Buy
576
+357
+163% +$58.7K ﹤0.01% 665
2022
Q3 		$35K Buy
219
+131
+149% +$23.2K ﹤0.01% 885
2022
Q2 		$15K Buy
+88
New +$14.8K ﹤0.01% 1066

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc's MTB Position: Q3 2026 in Review

Blue Trust Inc reduced its M&T Bank (MTB) stake by 40% in Q3 2026, selling an estimated $119K and leaving 741 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #842.

Blue Trust Inc first reported a position in MTB in Q2 2022 and has held it in 18 quarters since. The position peaked at $428K in Q2 2025. 872 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Blue Trust Inc held 741 shares of M&T Bank worth $161K as of Q3 2026.
  • Blue Trust Inc sold 493 M&T Bank shares in Q3 2026, an estimated $119K.
  • M&T Bank made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #842 holding.
  • Blue Trust Inc first reported a position in M&T Bank in Q2 2022 and has held it in 18 quarters since.
  • Blue Trust Inc's M&T Bank position peaked at $428K in Q2 2025.
  • 872 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.