Everence Capital Management’s M&T Bank MTB Stock Holding History

Everence Capital Management’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	$1.69M	Hold	8,184	–	–	0.1%	167
2025 Q4	$1.65M	Hold	8,184	–	–	0.1%	161
2025 Q3	$1.62M	Hold	8,184	–	–	0.1%	166
2025 Q2	$1.59M	Hold	8,184	–	–	0.1%	170
2025 Q1	$1.46M	Sell	8,184 -300	-4%	-$56.9K	0.1%	177
2024 Q4	$1.59M	Buy	8,484 +300	+4%	+$59.6K	0.1%	162
2024 Q3	$1.46M	Hold	8,184	–	–	0.09%	171
2024 Q2	$1.18K	Hold	8,184	–	–	0.08%	195
2024 Q1	$1.19K	Hold	8,184	–	–	0.08%	205
2023 Q4	$1.12M	Hold	8,184	–	–	0.08%	210
2023 Q3	$1.03K	Buy	8,184 +610	+8%	+$79.6K	0.08%	206
2023 Q2	$903K	Buy	7,574 +1,940	+34%	+$235K	0.07%	227
2023 Q1	$674	Hold	5,634	–	–	0.06%	297
2022 Q4	$817	Sell	5,634 -2,060	-27%	-$339K	0.07%	244
2022 Q3	$1.36M	Buy	7,694 +700	+10%	+$124K	0.13%	146
2022 Q2	$1.11M	Buy	6,994 +3,858	+123%	+$648K	0.1%	172
2022 Q1	$532K	Hold	3,136	–	–	0.04%	372
2021 Q4	$482K	Sell	3,136 -4,480	-59%	-$688K	0.04%	435
2021 Q3	$1.14M	Buy	7,616 +2,920	+62%	+$405K	0.09%	178
2021 Q2	$682K	Hold	4,696	–	–	0.06%	286
2021 Q1	$712K	Hold	4,696	–	–	0.06%	248
2020 Q4	$598K	Hold	4,696	–	–	0.06%	289
2020 Q3	$432K	Hold	4,696	–	–	0.05%	345
2020 Q2	$496K	Hold	4,696	–	–	0.06%	300
2020 Q1	$486K	Hold	4,696	–	–	0.07%	244
2019 Q4	$797K	Buy	4,696 +1,920	+69%	+$312K	0.12%	184
2019 Q3	$439K	Hold	2,776	–	–	0.07%	303
2019 Q2	$472K	Hold	2,776	–	–	0.08%	278
2019 Q1	$436K	Sell	2,776 -1,820	-40%	-$299K	0.08%	287
2018 Q4	$658K	Hold	4,596	–	–	0.15%	163
2018 Q3	$756K	Hold	4,596	–	–	0.15%	164
2018 Q2	$782K	Hold	4,596	–	–	0.17%	158
2018 Q1	$847K	Hold	4,596	–	–	0.19%	142
2017 Q4	$786K	Buy	4,596 +1,120	+32%	+$186K	0.17%	148
2017 Q3	$560K	Hold	3,476	–	–	0.13%	209
2017 Q2	$563K	Hold	3,476	–	–	0.14%	193
2017 Q1	$538K	Hold	3,476	–	–	0.14%	190
2016 Q4	$544K	Sell	3,476 -1,010	-23%	-$137K	0.16%	177
2016 Q3	$521K	Hold	4,486	–	–	0.15%	190
2016 Q2	$530K	Buy	4,486 +2,230	+99%	+$259K	0.16%	187
2016 Q1	$250K	Hold	2,256	–	–	0.08%	259
2015 Q4	$273K	Hold	2,256	–	–	0.09%	240
2015 Q3	$275K	Hold	2,256	–	–	0.09%	244
2015 Q2	$282K	Hold	2,256	–	–	0.09%	238
2015 Q1	$273K	Hold	2,256	–	–	0.09%	241
2014 Q4	$283K	Buy	+2,256	New	+$277K	0.1%	236

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

Everence Capital Management's MTB Position: Q1 2026 in Review

Everence Capital Management held its M&T Bank (MTB) position steady in Q1 2026 at 8,184 shares worth $1.69M. The position accounts for 0.1% of the portfolio, ranked #167.

Everence Capital Management first reported a position in MTB in Q4 2014 and has held it in 46 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Everence Capital Management held 8,184 shares of M&T Bank worth $1.69M as of Q1 2026.
Everence Capital Management left its M&T Bank share count unchanged in Q1 2026.
M&T Bank made up 0.1% of Everence Capital Management's portfolio in Q1 2026, its #167 holding.
Everence Capital Management first reported a position in M&T Bank in Q4 2014 and has held it in 46 quarters since.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Everence Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.