Catalyst Funds Management’s M&T Bank MTB Stock Holding History

Catalyst Funds 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
2026 Q1	$602K	Buy	+2,913	New	+$627K	0.1%	217
2025 Q4	–	Sell	-5,000	Closed	-$988K	–	496
2025 Q3	$988K	Sell	5,000 -2,816	-36%	-$553K	0.15%	146
2025 Q2	$1.52M	Sell	7,816 -5,144	-40%	-$908K	0.42%	70
2025 Q1	$2.32M	Buy	12,960 +11,860	+1,078%	+$2.25M	0.61%	37
2024 Q4	$207K	Buy	+1,100	New	+$219K	0.05%	251
2024 Q3	–	Sell	-400	Closed	-$60.5K	–	1496
2024 Q2	$60.5K	Buy	+400	New	+$58.4K	0.02%	384

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

Catalyst Funds Management's MTB Position: Q1 2026 in Review

Catalyst Funds Management opened a new position in M&T Bank (MTB) in Q1 2026: 2,913 shares worth $602K. The stake represents 0.1% of the portfolio and ranks #217 among its holdings. This is a return to the name: Catalyst Funds Management previously reported a position in MTB as recently as Q3 2025.

Catalyst Funds Management first reported a position in MTB in Q2 2024 and has held it in 6 quarters since. The position peaked at $2.32M in Q1 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Catalyst Funds Management held 2,913 shares of M&T Bank worth $602K as of Q1 2026.
M&T Bank was a new Catalyst Funds Management position in Q1 2026.
M&T Bank made up 0.1% of Catalyst Funds Management's portfolio in Q1 2026, its #217 holding.
Catalyst Funds Management first reported a position in M&T Bank in Q2 2024 and has held it in 6 quarters since.
Catalyst Funds Management's M&T Bank position peaked at $2.32M in Q1 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Catalyst Funds Management's 13F filing for Q1 2026, filed 11 May 2026.