Bluesphere Advisors’s M&T Bank MTB Stock Holding History

Bluesphere Advisors’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	$1.15M	Hold	5,557	–	–	0.41%	33
2025 Q4	$1.12M	Hold	5,557	–	–	0.5%	36
2025 Q3	$1.1M	Hold	5,557	–	–	0.5%	32
2025 Q2	$1.08M	Hold	5,557	–	–	0.54%	30
2025 Q1	$993K	Hold	5,557	–	–	0.57%	30
2024 Q4	$1.04M	Hold	5,557	–	–	0.51%	30
2024 Q3	$990K	Hold	5,557	–	–	0.49%	30
2024 Q2	$841K	Buy	+5,557	New	+$812K	0.43%	34

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

Bluesphere Advisors's MTB Position: Q1 2026 in Review

Bluesphere Advisors held its M&T Bank (MTB) position steady in Q1 2026 at 5,557 shares worth $1.15M. The position accounts for 0.41% of the portfolio, ranked #33.

Bluesphere Advisors first reported a position in MTB in Q2 2024 and has held it in 8 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Bluesphere Advisors held 5,557 shares of M&T Bank worth $1.15M as of Q1 2026.
Bluesphere Advisors left its M&T Bank share count unchanged in Q1 2026.
M&T Bank made up 0.41% of Bluesphere Advisors's portfolio in Q1 2026, its #33 holding.
Bluesphere Advisors first reported a position in M&T Bank in Q2 2024 and has held it in 8 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Bluesphere Advisors's 13F filing for Q1 2026, filed 22 Apr 2026.