Covestor
MTB icon

Covestor’s M&T Bank MTB Stock Holding History

Covestor’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
Q3 		$27K Sell
120
-1
-0.8% -$241 0.02% 999
2026
Q2 		$29K Sell
121
-1
-0.8% -$219 0.02% 1043
2026
Q1 		$26K Sell
122
-50
-29% -$10.8K 0.02% 1008
2025
Q4 		$35K Sell
172
-5
-3% -$955 0.02% 1040
2025
Q3 		$36K Sell
177
-36
-17% -$7.06K 0.02% 1051
2025
Q2 		$42K Buy
213
+22
+12% +$3.88K 0.02% 963
2025
Q1 		$33K Sell
191
-8
-4% -$1.52K 0.02% 999
2024
Q4 		$38K Sell
199
-151
-43% -$30K 0.02% 956
2024
Q3 		$62K Sell
350
-44
-11% -$7.3K 0.04% 788
2024
Q2 		$60K Sell
394
-585
-60% -$85.5K 0.04% 777
2024
Q1 		$143K Sell
979
-24
-2% -$3.32K 0.09% 304
2023
Q4 		$137K Buy
1,003
+282
+39% +$35.4K 0.09% 303
2023
Q3 		$92K Sell
721
-517
-42% -$67.4K 0.07% 468
2023
Q2 		$154K Buy
1,238
+1,000
+420% +$121K 0.12% 225
2023
Q1 		$28K Buy
238
+134
+129% +$19.5K 0.02% 905
2022
Q4 		$15K Sell
104
-3
-3% -$493 0.01% 1138
2022
Q3 		$19K Sell
107
-307
-74% -$54.3K 0.02% 1010
2022
Q2 		$66K Sell
414
-105
-20% -$17.6K 0.05% 645
2022
Q1 		$88K Buy
519
+159
+44% +$28K 0.06% 589
2021
Q4 		$55K Buy
+360
New +$55.3K 0.08% 479

Other funds holding MTB

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Covestor's MTB Position: Q3 2026 in Review

Covestor reduced its M&T Bank (MTB) stake by 0.83% in Q3 2026, selling an estimated $241 and leaving 120 shares worth $27K. The position accounts for 0.02% of the portfolio, ranked #999.

Covestor first reported a position in MTB in Q4 2021 and has held it in 20 quarters since. The position peaked at $154K in Q2 2023. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

  • Covestor held 120 shares of M&T Bank worth $27K as of Q3 2026.
  • Covestor sold 1 M&T Bank share in Q3 2026, an estimated $241.
  • M&T Bank made up 0.02% of Covestor's portfolio in Q3 2026, its #999 holding.
  • Covestor first reported a position in M&T Bank in Q4 2021 and has held it in 20 quarters since.
  • Covestor's M&T Bank position peaked at $154K in Q2 2023.
  • 995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Covestor's 13F filing for Q3 2026, filed 30 Oct 2026.