Douglas Lane & Associates’s M&T Bank MTB Stock Holding History

Douglas Lane & Associates’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	$225K	Buy	+944	New	+$206K	﹤0.01%	244
2020 Q3	–	Sell	-2,035	Closed	-$212K	–	208
2020 Q2	$212K	Sell	2,035 -99	-5%	-$10.5K	﹤0.01%	196
2020 Q1	$221K	Sell	2,134 -1,799	-46%	-$265K	0.01%	184
2019 Q4	$668K	Sell	3,933 -200	-5%	-$32.5K	0.01%	156
2019 Q3	$653K	Hold	4,133	–	–	0.01%	156
2019 Q2	$703K	Sell	4,133 -800	-16%	-$133K	0.01%	157
2019 Q1	$775K	Sell	4,933 -1,595	-24%	-$262K	0.02%	156
2018 Q4	$934K	Buy	+6,528	New	+$1.04M	0.02%	143

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

Douglas Lane & Associates's MTB Position: Q2 2026 in Review

Douglas Lane & Associates opened a new position in M&T Bank (MTB) in Q2 2026: 944 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #244 among its holdings. This is a return to the name: Douglas Lane & Associates previously reported a position in MTB as recently as Q2 2020.

Douglas Lane & Associates first reported a position in MTB in Q4 2018 and has held it in 8 quarters since. The position peaked at $934K in Q4 2018. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Douglas Lane & Associates held 944 shares of M&T Bank worth $225K as of Q2 2026.
M&T Bank was a new Douglas Lane & Associates position in Q2 2026.
M&T Bank made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q2 2026, its #244 holding.
Douglas Lane & Associates first reported a position in M&T Bank in Q4 2018 and has held it in 8 quarters since.
Douglas Lane & Associates's M&T Bank position peaked at $934K in Q4 2018.
1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Douglas Lane & Associates's 13F filing for Q2 2026, filed 14 Jul 2026.