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Charter Research & Investment Group’s M&T Bank MTB Stock Holding History

Charter Research & Investment Group’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 		$1.86M Sell
8,978
-23
-0.3% -$4.95K 1.24% 22
2025
Q4 		$1.81M Buy
9,001
+30
+0.3% +$5.73K 1.21% 24
2025
Q3 		$1.77M Buy
8,971
+93
+1% +$18.2K 1.23% 25
2025
Q2 		$1.72M Sell
8,878
-557
-6% -$98.3K 1.29% 24
2025
Q1 		$1.69M Sell
9,435
-25
-0.3% -$4.74K 1.29% 23
2024
Q4 		$1.78M Sell
9,460
-169
-2% -$33.6K 1.35% 23
2024
Q3 		$1.72M Sell
9,629
-528
-5% -$87.6K 1.26% 25
2024
Q2 		$1.54M Sell
10,157
-228
-2% -$33.3K 1.21% 25
2024
Q1 		$1.51M Sell
10,385
-1,103
-10% -$153K 1.2% 26
2023
Q4 		$1.57M Buy
11,488
+410
+4% +$51.5K 1.31% 24
2023
Q3 		$1.4M Hold
11,078
– – 1.26% 26
2023
Q2 		$1.37M Sell
11,078
-38
-0.3% -$4.6K 1.14% 27
2023
Q1 		$1.33M Sell
11,116
-383
-3% -$55.6K 1.16% 28
2022
Q4 		$1.67M Sell
11,499
-60
-0.5% -$9.87K 1.6% 19
2022
Q3 		$2.04M Sell
11,559
-192
-2% -$34K 2.06% 15
2022
Q2 		$1.87M Buy
+11,751
New +$1.97M 1.7% 19

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

Charter Research & Investment Group's MTB Position: Q1 2026 in Review

Charter Research & Investment Group reduced its M&T Bank (MTB) stake by 0.26% in Q1 2026, selling an estimated $4.95K and leaving 8,978 shares worth $1.86M. The position accounts for 1.24% of the portfolio, ranked #22.

Charter Research & Investment Group first reported a position in MTB in Q2 2022 and has held it in 16 quarters since. The position peaked at $2.04M in Q3 2022. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Charter Research & Investment Group held 8,978 shares of M&T Bank worth $1.86M as of Q1 2026.
  • Charter Research & Investment Group sold 23 M&T Bank shares in Q1 2026, an estimated $4.95K.
  • M&T Bank made up 1.24% of Charter Research & Investment Group's portfolio in Q1 2026, its #22 holding.
  • Charter Research & Investment Group first reported a position in M&T Bank in Q2 2022 and has held it in 16 quarters since.
  • Charter Research & Investment Group's M&T Bank position peaked at $2.04M in Q3 2022.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Charter Research & Investment Group's 13F filing for Q1 2026, filed 12 May 2026.