Costello Asset Management’s M&T Bank MTB Stock Holding History

Costello Asset 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 Q2	$6.19K	Hold	26	–	–	﹤0.01%	561
2026 Q1	$5.38K	Hold	26	–	–	﹤0.01%	557
2025 Q4	$5.24K	Hold	26	–	–	﹤0.01%	557
2025 Q3	$5.14K	Sell	26 -70	-73%	-$13.7K	﹤0.01%	540
2025 Q2	$18.6K	Buy	96 +5	+5%	+$882	0.01%	381
2025 Q1	$16.3K	Buy	91 +32	+54%	+$6.07K	0.01%	384
2024 Q4	$11.1K	Sell	59 -1	-2%	-$199	0.01%	137
2024 Q3	$10.7K	Buy	60 +5	+9%	+$829	0.01%	140
2024 Q2	$8.32K	Hold	55	–	–	0.01%	137
2024 Q1	$8K	Buy	55 +5	+10%	+$693	0.01%	148
2023 Q4	$6.85K	Buy	50 +5	+11%	+$628	0.01%	149
2023 Q3	$5.69K	Hold	45	–	–	0.01%	158
2023 Q2	$5.57K	Buy	+45	New	+$5.44K	﹤0.01%	158

Other funds holding MTB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Costello Asset Management's MTB Position: Q2 2026 in Review

Costello Asset Management held its M&T Bank (MTB) position steady in Q2 2026 at 26 shares worth $6.19K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

Costello Asset Management first reported a position in MTB in Q2 2023 and has held it in 13 quarters since. The position peaked at $18.6K in Q2 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Costello Asset Management held 26 shares of M&T Bank worth $6.19K as of Q2 2026.
Costello Asset Management left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #561 holding.
Costello Asset Management first reported a position in M&T Bank in Q2 2023 and has held it in 13 quarters since.
Costello Asset Management's M&T Bank position peaked at $18.6K in Q2 2025.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.