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Davis Investment Partners’s M&T Bank MTB Stock Holding History

Davis Investment Partners’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 		$234K Buy
1,130
+79
+8% +$17K 0.08% 155
2025
Q4 		$215K Sell
1,051
-23
-2% -$4.39K 0.08% 149
2025
Q3 		$210K Sell
1,074
-38
-3% -$7.46K 0.07% 153
2025
Q2 		$220K Buy
+1,112
New +$196K 0.08% 156

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

Davis Investment Partners's MTB Position: Q1 2026 in Review

Davis Investment Partners increased its M&T Bank (MTB) stake by 7.5% in Q1 2026, buying an estimated $17K and bringing the position to 1,130 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #155.

Davis Investment Partners first reported a position in MTB in Q2 2025 and has held it in 4 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Davis Investment Partners held 1,130 shares of M&T Bank worth $234K as of Q1 2026.
  • Davis Investment Partners bought 79 M&T Bank shares in Q1 2026, an estimated $17K.
  • M&T Bank made up 0.08% of Davis Investment Partners's portfolio in Q1 2026, its #155 holding.
  • Davis Investment Partners first reported a position in M&T Bank in Q2 2025 and has held it in 4 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Davis Investment Partners's 13F filing for Q1 2026, filed 20 Apr 2026.