Emerald Mutual Fund Advisers Trust’s M&T Bank MTB Stock Holding History

Emerald Mutual Fund Advisers 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
2025 Q2	–	Sell	-727	Closed	-$130K	–	225
2025 Q1	$130K	Hold	727	–	–	0.01%	193
2024 Q4	$137K	Hold	727	–	–	0.01%	199
2024 Q3	$129K	Hold	727	–	–	0.01%	209
2024 Q2	$110K	Hold	727	–	–	0.01%	211
2024 Q1	$106K	Sell	727 -4,552	-86%	-$631K	0.01%	217
2023 Q4	$724K	Hold	5,279	–	–	0.04%	172
2023 Q3	$668K	Hold	5,279	–	–	0.04%	159
2023 Q2	$653K	Hold	5,279	–	–	0.04%	161
2023 Q1	$631K	Buy	+5,279	New	+$766K	0.04%	183

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's MTB Position: Q2 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of M&T Bank (MTB) in Q2 2025, closing a stake of 727 shares — an estimated $130K sold.

Emerald Mutual Fund Advisers Trust first reported a position in MTB in Q1 2023 and held it in 9 quarters. The position peaked at $724K in Q4 2023. 1,025 funds tracked by Wall St. Rank hold MTB as of Q2 2025.

Emerald Mutual Fund Advisers Trust reported no remaining M&T Bank position as of Q2 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 727 M&T Bank shares in Q2 2025, an estimated $130K.
Emerald Mutual Fund Advisers Trust first reported a position in M&T Bank in Q1 2023 and held it in 9 quarters.
Emerald Mutual Fund Advisers Trust's M&T Bank position peaked at $724K in Q4 2023.
1,025 funds tracked by Wall St. Rank held M&T Bank as of Q2 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q2 2025, filed 4 Aug 2025.