EP Wealth Advisors’s M&T Bank MTB Stock Holding History

EP Wealth 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	$1.18M	Sell	5,727 -529	-8%	-$114K	0.01%	598
2025 Q4	$1.26M	Buy	+6,256	New	+$1.2M	0.01%	556
2025 Q2	$843K	Buy	4,344 +1,893	+77%	+$334K	0.01%	613
2025 Q1	$438K	Buy	2,451 +180	+8%	+$34.1K	﹤0.01%	753
2024 Q4	$427K	Sell	2,271 -4,173	-65%	-$830K	﹤0.01%	747
2024 Q3	$1.15M	Buy	+6,444	New	+$1.07M	0.01%	465
2018 Q3	–	Sell	-1,196	Closed	-$203K	–	283
2018 Q2	$203K	Sell	1,196 -1,150	-49%	-$206K	0.02%	184
2018 Q1	$433K	Sell	2,346 -538	-19%	-$100K	0.04%	129
2017 Q4	$493K	Hold	2,884	–	–	0.05%	113
2017 Q3	$464K	Hold	2,884	–	–	0.05%	108
2017 Q2	$467K	Hold	2,884	–	–	0.06%	109
2017 Q1	$446K	Hold	2,884	–	–	0.06%	92
2016 Q4	$451K	Sell	2,884 -46	-2%	-$6.22K	0.07%	89
2016 Q3	$340K	Buy	2,930 +46	+2%	+$5.34K	0.05%	98
2016 Q2	$341K	Hold	2,884	–	–	0.05%	97
2016 Q1	$320K	Buy	+2,884	New	+$313K	0.05%	103

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

EP Wealth Advisors's MTB Position: Q1 2026 in Review

EP Wealth Advisors reduced its M&T Bank (MTB) stake by 8.5% in Q1 2026, selling an estimated $114K and leaving 5,727 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #598.

EP Wealth Advisors first reported a position in MTB in Q1 2016 and has held it in 16 quarters since. The position peaked at $1.26M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

EP Wealth Advisors held 5,727 shares of M&T Bank worth $1.18M as of Q1 2026.
EP Wealth Advisors sold 529 M&T Bank shares in Q1 2026, an estimated $114K.
M&T Bank made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #598 holding.
EP Wealth Advisors first reported a position in M&T Bank in Q1 2016 and has held it in 16 quarters since.
EP Wealth Advisors's M&T Bank position peaked at $1.26M in Q4 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.