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Fiduciary Alliance’s M&T Bank MTB Stock Holding History

Fiduciary Alliance’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 		$3.32M Sell
15,295
-4,478
-23% -$964K 0.2% 125
2025
Q4 		$3.98M Sell
19,773
-5,423
-22% -$1.04M 0.26% 90
2025
Q3 		$4.98M Sell
25,196
-709
-3% -$139K 0.33% 74
2025
Q2 		$5.03M Buy
25,905
+462
+2% +$81.5K 0.37% 67
2025
Q1 		$4.55M Sell
25,443
-548
-2% -$104K 0.45% 60
2024
Q4 		$4.89M Buy
25,991
+2,086
+9% +$415K 0.49% 57
2024
Q3 		$4.26M Buy
23,905
+2,247
+10% +$373K 0.56% 50
2024
Q2 		$3.29M Sell
21,658
-390
-2% -$57K 0.53% 54
2024
Q1 		$3.16M Buy
+22,048
New +$3.05M 0.56% 53
2023
Q3 		– Sell
-91
Closed -$11.3K – 648
2023
Q2 		$11.3K Buy
+91
New +$11K ﹤0.01% 538

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fiduciary Alliance's MTB Position: Q1 2026 in Review

Fiduciary Alliance reduced its M&T Bank (MTB) stake by 23% in Q1 2026, selling an estimated $964K and leaving 15,295 shares worth $3.32M. The position accounts for 0.2% of the portfolio, ranked #125.

Fiduciary Alliance first reported a position in MTB in Q2 2023 and has held it in 10 quarters since. The position peaked at $5.03M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Fiduciary Alliance held 15,295 shares of M&T Bank worth $3.32M as of Q1 2026.
  • Fiduciary Alliance sold 4,478 M&T Bank shares in Q1 2026, an estimated $964K.
  • M&T Bank made up 0.2% of Fiduciary Alliance's portfolio in Q1 2026, its #125 holding.
  • Fiduciary Alliance first reported a position in M&T Bank in Q2 2023 and has held it in 10 quarters since.
  • Fiduciary Alliance's M&T Bank position peaked at $5.03M in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Fiduciary Alliance's 13F filing for Q1 2026, filed 20 Apr 2026.