Denali Advisors’s M&T Bank MTB Stock Holding History

Denali Advisors’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	$872K	Hold	4,217	–	–	0.1%	194
2025 Q4	$850K	Buy	4,217 +2,904	+221%	+$555K	0.09%	200
2025 Q3	$259K	Buy	+1,313	New	+$258K	0.03%	278
2022 Q1	–	Sell	-570	Closed	-$88K	–	409
2021 Q4	$88K	Buy	570 +100	+21%	+$15.4K	0.03%	200
2021 Q3	$70K	Sell	470 -1,900	-80%	-$263K	0.03%	171
2021 Q2	$344K	Sell	2,370 -6,630	-74%	-$1.04M	0.13%	120
2021 Q1	$1.36M	Sell	9,000 -50,900	-85%	-$7.5M	0.42%	84
2020 Q4	$7.63M	Sell	59,900 -1,000	-2%	-$114K	1.3%	11
2020 Q3	$5.61M	Sell	60,900 -15,700	-20%	-$1.6M	1.11%	25
2020 Q2	$7.96M	Buy	76,600 +56,200	+275%	+$5.93M	1.54%	3
2020 Q1	$2.11M	Buy	+20,400	New	+$3M	0.46%	59
2019 Q3	–	Sell	-1,000	Closed	-$170K	–	322
2019 Q2	$170K	Hold	1,000	–	–	0.03%	189
2019 Q1	$157K	Sell	1,000 -6,300	-86%	-$1.03M	0.03%	156
2018 Q4	$1.04M	Hold	7,300	–	–	0.17%	81
2018 Q3	$1.2M	Sell	7,300 -34,500	-83%	-$5.99M	0.18%	84
2018 Q2	$7.11M	Buy	+41,800	New	+$7.49M	1.07%	39
2015 Q4	–	Sell	-55,500	Closed	-$6.77M	–	300
2015 Q3	$6.77M	Buy	55,500 +29,900	+117%	+$3.74M	1.56%	23
2015 Q2	$3.2M	Buy	25,600 +9,000	+54%	+$1.11M	0.7%	51
2015 Q1	$2.11M	Buy	+16,600	New	+$2.01M	0.48%	72
2013 Q4	–	Sell	-15,500	Closed	-$1.74M	–	272
2013 Q3	$1.74M	Hold	15,500	–	–	0.6%	58
2013 Q2	$1.73M	Buy	+15,500	New	+$1.6M	0.65%	55

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

Denali Advisors's MTB Position: Q1 2026 in Review

Denali Advisors held its M&T Bank (MTB) position steady in Q1 2026 at 4,217 shares worth $872K. The position accounts for 0.1% of the portfolio, ranked #194.

Denali Advisors first reported a position in MTB in Q2 2013 and has held it in 21 quarters since. The position peaked at $7.96M in Q2 2020. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Denali Advisors held 4,217 shares of M&T Bank worth $872K as of Q1 2026.
Denali Advisors left its M&T Bank share count unchanged in Q1 2026.
M&T Bank made up 0.1% of Denali Advisors's portfolio in Q1 2026, its #194 holding.
Denali Advisors first reported a position in M&T Bank in Q2 2013 and has held it in 21 quarters since.
Denali Advisors's M&T Bank position peaked at $7.96M in Q2 2020.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Denali Advisors's 13F filing for Q1 2026, filed 8 May 2026.