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

Evergreen 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
Q2 		$16.6M Sell
69,931
-498
-0.7% -$109K 0.29% 73
2026
Q1 		$14.6M Sell
70,429
-266
-0.4% -$57.3K 0.32% 75
2025
Q4 		$14.2M Buy
70,695
+5,353
+8% +$1.02M 0.32% 76
2025
Q3 		$12.9M Sell
65,342
-1,293
-2% -$254K 0.31% 82
2025
Q2 		$12.9M Buy
66,635
+1,351
+2% +$238K 0.39% 69
2025
Q1 		$11.7M Buy
65,284
+61,258
+1,522% +$11.6M 0.39% 67
2024
Q4 		$757K Buy
4,026
+631
+19% +$125K 0.02% 396
2024
Q3 		$605K Buy
3,395
+40
+1% +$6.63K 0.02% 444
2024
Q2 		$508K Buy
3,355
+32
+1% +$4.67K 0.02% 460
2024
Q1 		$483K Buy
3,323
+125
+4% +$17.3K 0.02% 459
2023
Q4 		$438K Sell
3,198
-448
-12% -$56.3K 0.02% 452
2023
Q3 		$461K Buy
3,646
+73
+2% +$9.52K 0.02% 418
2023
Q2 		$442K Sell
3,573
-1,291
-27% -$156K 0.02% 424
2023
Q1 		$582K Sell
4,864
-10,834
-69% -$1.57M 0.03% 350
2022
Q4 		$2.28M Sell
15,698
-12,736
-45% -$2.09M 0.11% 205
2022
Q3 		$5.01M Buy
28,434
+338
+1% +$59.8K 0.26% 112
2022
Q2 		$4.48M Sell
28,096
-25,123
-47% -$4.22M 0.23% 121
2022
Q1 		$9.02M Sell
53,219
-5,028
-9% -$887K 0.37% 80
2021
Q4 		$8.95M Buy
58,247
+1,889
+3% +$290K 0.36% 79
2021
Q3 		$8.42M Buy
56,358
+52,570
+1,388% +$7.29M 0.38% 74
2021
Q2 		$550K Sell
3,788
-2,750
-42% -$430K 0.03% 326
2021
Q1 		$991K Buy
6,538
+157
+2% +$23.1K 0.05% 258
2020
Q4 		$812K Buy
+6,381
New +$727K 0.05% 238

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

Evergreen Capital Management's MTB Position: Q2 2026 in Review

Evergreen Capital Management reduced its M&T Bank (MTB) stake by 0.71% in Q2 2026, selling an estimated $109K and leaving 69,931 shares worth $16.6M. The position accounts for 0.29% of the portfolio, ranked #73.

Evergreen Capital Management first reported a position in MTB in Q4 2020 and has held it in 23 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Evergreen Capital Management held 69,931 shares of M&T Bank worth $16.6M as of Q2 2026.
  • Evergreen Capital Management sold 498 M&T Bank shares in Q2 2026, an estimated $109K.
  • M&T Bank made up 0.29% of Evergreen Capital Management's portfolio in Q2 2026, its #73 holding.
  • Evergreen Capital Management first reported a position in M&T Bank in Q4 2020 and has held it in 23 quarters since.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.