Counterpoint Mutual Funds’s M&T Bank MTB Stock Holding History

Counterpoint Mutual Funds’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	–	Sell	-1,416	Closed	-$285K	–	425
2025 Q4	$285K	Buy	+1,416	New	+$271K	0.02%	305

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

Counterpoint Mutual Funds's MTB Position: Q1 2026 in Review

Counterpoint Mutual Funds sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,416 shares — an estimated $285K sold.

Counterpoint Mutual Funds first reported a position in MTB in Q4 2025 and held it in 1 quarter. The position peaked at $285K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Counterpoint Mutual Funds reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Counterpoint Mutual Funds sold 1,416 M&T Bank shares in Q1 2026, an estimated $285K.
Counterpoint Mutual Funds first reported a position in M&T Bank in Q4 2025 and held it in 1 quarter.
Counterpoint Mutual Funds's M&T Bank position peaked at $285K in Q4 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Counterpoint Mutual Funds's 13F filing for Q1 2026, filed 27 Apr 2026.