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Excalibur Management’s M&T Bank MTB Stock Holding History

Excalibur 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 		$393K Sell
1,902
-200
-10% -$43K 0.14% 117
2025
Q4 		$424K Sell
2,102
-5
-0.2% -$955 0.15% 112
2025
Q3 		$416K Hold
2,107
– – 0.15% 114
2025
Q2 		$409K Sell
2,107
-35
-2% -$6.18K 0.15% 115
2025
Q1 		$383K Sell
2,142
-15
-0.7% -$2.85K 0.15% 120
2024
Q4 		$406K Sell
2,157
-30
-1% -$5.96K 0.16% 114
2024
Q3 		$390K Sell
2,187
-47
-2% -$7.79K 0.15% 119
2024
Q2 		$338K Buy
2,234
+43
+2% +$6.28K 0.14% 122
2024
Q1 		$319K Hold
2,191
– – 0.13% 125
2023
Q4 		$300K Buy
2,191
+61
+3% +$7.66K 0.14% 124
2023
Q3 		$269K Buy
2,130
+510
+31% +$66.5K 0.14% 121
2023
Q2 		$200K Buy
+1,620
New +$196K 0.1% 145

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