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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
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

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
MAA
Matrix Asset Advisors White Plains, New York $1.23B AUM 26.4% 1-Year Est. Return
OKSA
O'Keefe Stevens Advisory Rochester, New York $488M AUM 56.91% 1-Year Est. Return

Blue Trust Inc's MTB Position: Q2 2026 in Review

Blue Trust Inc reduced its M&T Bank (MTB) stake by 26% in Q2 2026, selling an estimated $93.6K and leaving 1,234 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Blue Trust Inc first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $428K in Q2 2025. 223 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Blue Trust Inc held 1,234 shares of M&T Bank worth $294K as of Q2 2026.
  • Blue Trust Inc sold 428 M&T Bank shares in Q2 2026, an estimated $93.6K.
  • M&T Bank made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #667 holding.
  • Blue Trust Inc first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's M&T Bank position peaked at $428K in Q2 2025.
  • 223 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.