Brown Capital Management’s M&T Bank MTB Stock Holding History

Brown Capital Management’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
2025 Q3	–	Sell	-1,308	Closed	-$254K	–	72
2025 Q2	$254K	Sell	1,308 -112	-8%	-$19.8K	0.01%	72
2025 Q1	$254K	Sell	1,420 -312	-18%	-$59.2K	0.01%	95
2024 Q4	$326K	Buy	1,732 +149	+9%	+$29.6K	0.01%	106
2024 Q3	$282K	Hold	1,583	–	–	0.01%	125
2024 Q2	$240K	Sell	1,583 -102	-6%	-$14.9K	﹤0.01%	129
2024 Q1	$245K	Hold	1,685	–	–	﹤0.01%	130
2023 Q4	$231K	Hold	1,685	–	–	﹤0.01%	127
2023 Q3	$213K	Buy	+1,685	New	+$220K	﹤0.01%	126
2023 Q1	–	Sell	-1,385	Closed	-$201K	–	128
2022 Q4	$201K	Hold	1,385	–	–	﹤0.01%	128
2022 Q3	$244K	Hold	1,385	–	–	﹤0.01%	119
2022 Q2	$221K	Hold	1,385	–	–	﹤0.01%	122
2022 Q1	$235K	Hold	1,385	–	–	﹤0.01%	123
2021 Q4	$212K	Hold	1,385	–	–	﹤0.01%	127
2021 Q3	$207K	Buy	+1,385	New	+$192K	﹤0.01%	126

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Brown Capital Management's MTB Position: Q3 2025 in Review

Brown Capital Management sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 1,308 shares — an estimated $254K sold.

Brown Capital Management first reported a position in MTB in Q3 2021 and held it in 14 quarters. The position peaked at $326K in Q4 2024. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

Brown Capital Management reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
Brown Capital Management sold 1,308 M&T Bank shares in Q3 2025, an estimated $254K.
Brown Capital Management first reported a position in M&T Bank in Q3 2021 and held it in 14 quarters.
Brown Capital Management's M&T Bank position peaked at $326K in Q4 2024.
1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Brown Capital Management's 13F filing for Q3 2025, filed 4 Nov 2025.