Brooklyn FI’s M&T Bank MTB Stock Holding History

Brooklyn FI’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	–	Sell	-1,452	Closed	-$293K	–	81
2025 Q4	$293K	Buy	+1,452	New	+$277K	0.06%	71

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

Brooklyn FI's MTB Position: Q1 2026 in Review

Brooklyn FI sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,452 shares — an estimated $293K sold.

Brooklyn FI first reported a position in MTB in Q4 2025 and held it in 1 quarter. The position peaked at $293K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Brooklyn FI reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Brooklyn FI sold 1,452 M&T Bank shares in Q1 2026, an estimated $293K.
Brooklyn FI first reported a position in M&T Bank in Q4 2025 and held it in 1 quarter.
Brooklyn FI's M&T Bank position peaked at $293K in Q4 2025.
1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Brooklyn FI's 13F filing for Q1 2026, filed 11 May 2026.