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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
Q2 		$292K Buy
1,228
+98
+9% +$21.4K 0.09% 145
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Davis Investment Partners's MTB Position: Q2 2026 in Review

Davis Investment Partners increased its M&T Bank (MTB) stake by 8.7% in Q2 2026, buying an estimated $21.4K and bringing the position to 1,228 shares worth $292K. The position accounts for 0.09% of the portfolio, ranked #145.

Davis Investment Partners first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Davis Investment Partners held 1,228 shares of M&T Bank worth $292K as of Q2 2026.
  • Davis Investment Partners bought 98 M&T Bank shares in Q2 2026, an estimated $21.4K.
  • M&T Bank made up 0.09% of Davis Investment Partners's portfolio in Q2 2026, its #145 holding.
  • Davis Investment Partners first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Davis Investment Partners's 13F filing for Q2 2026, filed 7 Aug 2026.