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Convergence Investment Partners’s M&T Bank MTB Stock Holding History

Convergence Investment Partners’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
Q2 		– Sell
-5,331
Closed -$1.1M – 275
2026
Q1 		$1.1M Sell
5,331
-4,164
-44% -$896K 0.18% 178
2025
Q4 		$1.91M Buy
+9,495
New +$1.81M 0.38% 83
2020
Q3 		– Sell
-5,533
Closed -$575K – 258
2020
Q2 		$575K Buy
+5,533
New +$584K 0.2% 166
2018
Q2 		– Sell
-231
Closed -$43K – 672
2018
Q1 		$43K Buy
+231
New +$43.1K 0.01% 464

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Vanguard Capital Management
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State Street
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Vanguard Portfolio Management
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Geode Capital Management
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State Farm Mutual Automobile Insurance
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Convergence Investment Partners's MTB Position: Q2 2026 in Review

Convergence Investment Partners sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 5,331 shares — an estimated $1.1M sold.

Convergence Investment Partners first reported a position in MTB in Q1 2018 and held it in 4 quarters. The position peaked at $1.91M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Convergence Investment Partners reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
  • Convergence Investment Partners sold 5,331 M&T Bank shares in Q2 2026, an estimated $1.1M.
  • Convergence Investment Partners first reported a position in M&T Bank in Q1 2018 and held it in 4 quarters.
  • Convergence Investment Partners's M&T Bank position peaked at $1.91M in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Convergence Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.