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Empowered Funds’s M&T Bank MTB Stock Holding History

Empowered Funds’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 		$23.8M Buy
99,840
+12,599
+14% +$2.75M 0.13% 161
2026
Q1 		$18M Buy
87,241
+83,063
+1,988% +$17.9M 0.12% 187
2025
Q4 		$842K Sell
4,178
-1,336
-24% -$255K 0.01% 669
2025
Q3 		$1.09M Buy
5,514
+1,593
+41% +$313K 0.01% 1151
2025
Q2 		$761K Buy
3,921
+525
+15% +$92.6K 0.01% 1176
2025
Q1 		$607K Buy
3,396
+362
+12% +$68.7K 0.01% 1150
2024
Q4 		$570K Buy
3,034
+267
+10% +$53.1K 0.01% 1132
2024
Q3 		$493K Buy
2,767
+245
+10% +$40.6K 0.01% 1095
2024
Q2 		$382K Buy
2,522
+318
+14% +$46.5K 0.01% 1135
2024
Q1 		$321K Buy
2,204
+465
+27% +$64.4K 0.01% 1195
2023
Q4 		$238K Buy
+1,739
New +$218K 0.01% 1168

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

Empowered Funds's MTB Position: Q2 2026 in Review

Empowered Funds increased its M&T Bank (MTB) stake by 14% in Q2 2026, buying an estimated $2.75M and bringing the position to 99,840 shares worth $23.8M. The position accounts for 0.13% of the portfolio, ranked #161.

Empowered Funds first reported a position in MTB in Q4 2023 and has held it in 11 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Empowered Funds held 99,840 shares of M&T Bank worth $23.8M as of Q2 2026.
  • Empowered Funds bought 12,599 M&T Bank shares in Q2 2026, an estimated $2.75M.
  • M&T Bank made up 0.13% of Empowered Funds's portfolio in Q2 2026, its #161 holding.
  • Empowered Funds first reported a position in M&T Bank in Q4 2023 and has held it in 11 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.