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Essex Financial Services’s M&T Bank MTB Stock Holding History

Essex Financial Services’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 		$1.49M Buy
6,263
+219
+4% +$47.9K 0.07% 232
2026
Q1 		$1.25M Sell
6,044
-427
-7% -$91.9K 0.07% 239
2025
Q4 		$1.3M Sell
6,471
-1,286
-17% -$246K 0.07% 224
2025
Q3 		$1.53M Sell
7,757
-807
-9% -$158K 0.09% 196
2025
Q2 		$1.66M Buy
8,564
+801
+10% +$141K 0.11% 173
2025
Q1 		$1.39M Sell
7,763
-1,239
-14% -$235K 0.1% 184
2024
Q4 		$1.69M Sell
9,002
-1,413
-14% -$281K 0.12% 159
2024
Q3 		$2.02M Sell
10,415
-4,363
-30% -$723K 0.15% 133
2024
Q2 		$2.4M Buy
14,778
+3,972
+37% +$580K 0.18% 111
2024
Q1 		$1.57M Buy
10,806
+4,394
+69% +$609K 0.14% 144
2023
Q4 		$879K Sell
6,412
-3,648
-36% -$458K 0.09% 213
2023
Q3 		$1.27M Buy
10,060
+3,256
+48% +$425K 0.15% 142
2023
Q2 		$842K Sell
6,804
-354
-5% -$42.8K 0.1% 202
2023
Q1 		$856K Buy
7,158
+278
+4% +$40.4K 0.09% 202
2022
Q4 		$997K Sell
6,880
-79
-1% -$13K 0.11% 182
2022
Q3 		$1.23M Sell
6,959
-106
-2% -$18.8K 0.15% 141
2022
Q2 		$1.13M Buy
+7,065
New +$1.19M 0.13% 163
2019
Q1 		– Sell
-1,761
Closed -$252K – 249
2018
Q4 		$252K Hold
1,761
– – 0.08% 201
2018
Q3 		$290K Hold
1,761
– – 0.06% 224
2018
Q2 		$300K Buy
+1,761
New +$316K 0.07% 213
2015
Q2 		– Sell
-2,010
Closed -$255K – 335
2015
Q1 		$255K Sell
2,010
-110
-5% -$13.3K 0.07% 263
2014
Q4 		$266K Buy
2,120
+90
+4% +$11K 0.07% 249
2014
Q3 		$250K Sell
2,030
-500
-20% -$61.5K 0.07% 244
2014
Q2 		$314K Hold
2,530
– – 0.09% 221
2014
Q1 		$307K Sell
2,530
-500
-17% -$57.7K 0.1% 215
2013
Q4 		$353K Buy
3,030
+30
+1% +$3.41K 0.12% 178
2013
Q3 		$336 Sell
3,000
-100
-3% -$11.6K 0.11% 178
2013
Q2 		$346K Buy
+3,100
New +$320K 0.12% 169

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CF
Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Essex Financial Services's MTB Position: Q2 2026 in Review

Essex Financial Services increased its M&T Bank (MTB) stake by 3.6% in Q2 2026, buying an estimated $47.9K and bringing the position to 6,263 shares worth $1.49M. The position accounts for 0.07% of the portfolio, ranked #232.

Essex Financial Services first reported a position in MTB in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.4M in Q2 2024. 750 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Essex Financial Services held 6,263 shares of M&T Bank worth $1.49M as of Q2 2026.
  • Essex Financial Services bought 219 M&T Bank shares in Q2 2026, an estimated $47.9K.
  • M&T Bank made up 0.07% of Essex Financial Services's portfolio in Q2 2026, its #232 holding.
  • Essex Financial Services first reported a position in M&T Bank in Q2 2013 and has held it in 28 quarters since.
  • Essex Financial Services's M&T Bank position peaked at $2.4M in Q2 2024.
  • 750 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.