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

Cresset 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	$10.2M	Buy	43,054 +2,357	+6%	+$515K	0.04%	284
2026 Q1	$8.41M	Buy	40,697 +297	+0.7%	+$63.9K	0.04%	289
2025 Q4	$8.14M	Buy	40,400 +1,123	+3%	+$215K	0.03%	286
2025 Q3	$7.76M	Buy	39,277 +1,092	+3%	+$214K	0.03%	277
2025 Q2	$7.41M	Sell	38,185 -1,648	-4%	-$291K	0.04%	267
2025 Q1	$7.12M	Buy	39,833 +13,587	+52%	+$2.58M	0.04%	289
2024 Q4	$4.93M	Sell	26,246 -9,605	-27%	-$1.91M	0.02%	355
2024 Q3	$6.39M	Buy	35,851 +19	+0.1%	+$3.15K	0.02%	396
2024 Q2	$5.42M	Buy	35,832 +4,440	+14%	+$649K	0.02%	410
2024 Q1	$4.57M	Buy	31,392 +17,162	+121%	+$2.38M	0.02%	398
2023 Q4	$1.95M	Sell	14,230 -15,180	-52%	-$1.91M	0.01%	606
2023 Q3	$3.72M	Buy	29,410 +2,805	+11%	+$366K	0.01%	390
2023 Q2	$3.29M	Buy	+26,605	New	+$3.22M	﹤0.01%	510
2022 Q4	–	Sell	-1,229	Closed	-$216K	–	832
2022 Q3	$216K	Sell	1,229 -797	-39%	-$141K	﹤0.01%	772
2022 Q2	$207K	Buy	2,026 +384	+23%	+$64.5K	﹤0.01%	833
2022 Q1	$278K	Sell	1,642 -3,760	-70%	-$663K	﹤0.01%	806
2021 Q4	$829K	Sell	5,402 -7	-0.1%	-$1.07K	0.01%	513
2021 Q3	$808K	Buy	5,409 +274	+5%	+$38K	0.01%	462
2021 Q2	$746K	Buy	5,135 +3,761	+274%	+$588K	0.01%	435
2021 Q1	$208K	Buy	+1,374	New	+$203K	﹤0.01%	847
2019 Q2	–	Sell	-826	Closed	-$130K	–	1219
2019 Q1	$130K	Buy	826 +3	+0.4%	+$493	0.01%	484
2018 Q4	$118K	Buy	+823	New	+$132K	0.01%	293

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

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

Cresset Asset Management increased its M&T Bank (MTB) stake by 5.8% in Q2 2026, buying an estimated $515K and bringing the position to 43,054 shares worth $10.2M. The position accounts for 0.04% of the portfolio, ranked #284.

Cresset Asset Management first reported a position in MTB in Q4 2018 and has held it in 22 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Cresset Asset Management held 43,054 shares of M&T Bank worth $10.2M as of Q2 2026.
Cresset Asset Management bought 2,357 M&T Bank shares in Q2 2026, an estimated $515K.
M&T Bank made up 0.04% of Cresset Asset Management's portfolio in Q2 2026, its #284 holding.
Cresset Asset Management first reported a position in M&T Bank in Q4 2018 and has held it in 22 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.