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Diversified Trust’s M&T Bank MTB Stock Holding History

Diversified Trust’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 		$397K Buy
1,667
+81
+5% +$17.7K 0.01% 827
2026
Q1 		$328K Buy
1,586
+54
+4% +$11.6K 0.01% 820
2025
Q4 		$309K Sell
1,532
-59
-4% -$11.3K 0.01% 818
2025
Q3 		$314K Buy
1,591
+120
+8% +$23.5K 0.01% 787
2025
Q2 		$285K Sell
1,471
-186
-11% -$32.8K 0.01% 769
2025
Q1 		$296K Buy
+1,657
New +$314K 0.01% 734
2021
Q2 		– Sell
-1,370
Closed -$208K – 853
2021
Q1 		$208K Buy
+1,370
New +$202K 0.01% 683

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

Diversified Trust's MTB Position: Q2 2026 in Review

Diversified Trust increased its M&T Bank (MTB) stake by 5.1% in Q2 2026, buying an estimated $17.7K and bringing the position to 1,667 shares worth $397K. The position accounts for 0.01% of the portfolio, ranked #827.

Diversified Trust first reported a position in MTB in Q1 2021 and has held it in 7 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Diversified Trust held 1,667 shares of M&T Bank worth $397K as of Q2 2026.
  • Diversified Trust bought 81 M&T Bank shares in Q2 2026, an estimated $17.7K.
  • M&T Bank made up 0.01% of Diversified Trust's portfolio in Q2 2026, its #827 holding.
  • Diversified Trust first reported a position in M&T Bank in Q1 2021 and has held it in 7 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Diversified Trust's 13F filing for Q2 2026, filed 17 Jul 2026.