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Cooper/Haims Advisors’s M&T Bank MTB Stock Holding History

Cooper/Haims Advisors’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 		$290K Buy
+1,403
New +$302K 0.14% 72
2023
Q4 		– Sell
-2,194
Closed -$277K – 84
2023
Q3 		$277K Buy
+2,194
New +$286K 0.22% 53

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

Cooper/Haims Advisors's MTB Position: Q1 2026 in Review

Cooper/Haims Advisors opened a new position in M&T Bank (MTB) in Q1 2026: 1,403 shares worth $290K. The stake represents 0.14% of the portfolio and ranks #72 among its holdings. This is a return to the name: Cooper/Haims Advisors previously reported a position in MTB as recently as Q3 2023.

Cooper/Haims Advisors first reported a position in MTB in Q3 2023 and has held it in 2 quarters since. 1,104 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Cooper/Haims Advisors held 1,403 shares of M&T Bank worth $290K as of Q1 2026.
  • M&T Bank was a new Cooper/Haims Advisors position in Q1 2026.
  • M&T Bank made up 0.14% of Cooper/Haims Advisors's portfolio in Q1 2026, its #72 holding.
  • Cooper/Haims Advisors first reported a position in M&T Bank in Q3 2023 and has held it in 2 quarters since.
  • 1,104 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Cooper/Haims Advisors's 13F filing for Q1 2026, filed 12 May 2026.