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Brinker Capital Investments’s M&T Bank MTB Stock Holding History

Brinker Capital Investments’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 		$4M Sell
19,328
-4,660
-19% -$1M 0.03% 441
2025
Q4 		$4.83M Sell
23,988
-244
-1% -$46.6K 0.04% 451
2025
Q3 		$4.79M Sell
24,232
-2,103
-8% -$413K 0.04% 446
2025
Q2 		$5.11M Buy
26,335
+714
+3% +$126K 0.04% 383
2025
Q1 		$4.58M Buy
25,621
+1,287
+5% +$244K 0.04% 371
2024
Q4 		$4.58M Sell
24,334
-14,436
-37% -$2.87M 0.05% 355
2024
Q3 		$6.91M Sell
38,770
-1,355
-3% -$225K 0.07% 271
2024
Q2 		$6.07M Sell
40,125
-4,294
-10% -$627K 0.06% 272
2024
Q1 		$6.46M Sell
44,419
-2,407
-5% -$333K 0.07% 273
2023
Q4 		$6.47M Sell
46,826
-4,133
-8% -$519K 0.08% 254
2023
Q3 		$6.44M Sell
50,959
-2,132
-4% -$278K 0.08% 244
2023
Q2 		$6.57M Buy
+53,091
New +$6.42M 0.07% 267
2023
Q1 		– Sell
-34,255
Closed -$4.97M – 1625
2022
Q4 		$4.97M Sell
34,255
-563
-2% -$92.6K 0.1% 212
2022
Q3 		$6.14M Sell
34,818
-1,882
-5% -$333K 0.13% 159
2022
Q2 		$5.85M Buy
36,700
+7,625
+26% +$1.28M 0.11% 181
2022
Q1 		$4.93M Buy
29,075
+2,726
+10% +$481K 0.08% 252
2021
Q4 		$4.05M Sell
26,349
-4,365
-14% -$670K 0.06% 328
2021
Q3 		$4.46M Hold
30,714
– – 0.07% 290
2021
Q2 		$4.46M Buy
30,714
+215
+0.7% +$33.6K 0.06% 334
2021
Q1 		$4.62M Buy
30,499
+25,727
+539% +$3.79M 0.07% 282
2020
Q4 		$607K Sell
4,772
-20,062
-81% -$2.28M 0.01% 796
2020
Q3 		$2.29M Buy
+24,834
New +$2.54M 0.04% 425
2017
Q1 		– Sell
-2,289
Closed -$358K – 492
2016
Q4 		$358K Buy
+2,289
New +$310K 0.02% 229

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Brinker Capital Investments's MTB Position: Q1 2026 in Review

Brinker Capital Investments reduced its M&T Bank (MTB) stake by 19% in Q1 2026, selling an estimated $1M and leaving 19,328 shares worth $4M. The position accounts for 0.03% of the portfolio, ranked #441.

Brinker Capital Investments first reported a position in MTB in Q4 2016 and has held it in 23 quarters since. The position peaked at $6.91M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Brinker Capital Investments held 19,328 shares of M&T Bank worth $4M as of Q1 2026.
  • Brinker Capital Investments sold 4,660 M&T Bank shares in Q1 2026, an estimated $1M.
  • M&T Bank made up 0.03% of Brinker Capital Investments's portfolio in Q1 2026, its #441 holding.
  • Brinker Capital Investments first reported a position in M&T Bank in Q4 2016 and has held it in 23 quarters since.
  • Brinker Capital Investments's M&T Bank position peaked at $6.91M in Q3 2024.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Brinker Capital Investments's 13F filing for Q1 2026, filed 13 May 2026.