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Forum Financial Management’s M&T Bank MTB Stock Holding History

Forum Financial 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 		– Sell
-2,989
Closed -$602K – 742
2025
Q4 		$602K Buy
2,989
+12
+0.4% +$2.29K 0.01% 401
2025
Q3 		$588K Buy
2,977
+116
+4% +$22.8K 0.01% 389
2025
Q2 		$555K Sell
2,861
-8
-0.3% -$1.41K 0.01% 375
2025
Q1 		$513K Sell
2,869
-4
-0.1% -$759 0.01% 362
2024
Q4 		$540K Buy
2,873
+62
+2% +$12.3K 0.01% 353
2024
Q3 		$501K Buy
2,811
+2
+0.1% +$332 0.01% 329
2024
Q2 		$425K Buy
2,809
+2
+0.1% +$292 0.01% 353
2024
Q1 		$408K Hold
2,807
– – 0.01% 394
2023
Q4 		$385K Hold
2,807
– – 0.01% 370
2023
Q3 		$355K Hold
2,807
– – 0.01% 370
2023
Q2 		$347K Sell
2,807
-2
-0.1% -$242 0.01% 393
2023
Q1 		$336K Sell
2,809
-391
-12% -$56.8K 0.01% 367
2022
Q4 		$464K Sell
3,200
-70
-2% -$11.5K 0.02% 270
2022
Q3 		$577K Hold
3,270
– – 0.03% 198
2022
Q2 		$521K Buy
3,270
+1,535
+88% +$258K 0.03% 227
2022
Q1 		$294K Hold
1,735
– – 0.01% 404
2021
Q4 		$266K Buy
+1,735
New +$266K 0.01% 472

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

Forum Financial Management's MTB Position: Q1 2026 in Review

Forum Financial Management sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 2,989 shares — an estimated $602K sold.

Forum Financial Management first reported a position in MTB in Q4 2021 and held it in 17 quarters. The position peaked at $602K in Q4 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Forum Financial Management reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,989 M&T Bank shares in Q1 2026, an estimated $602K.
  • Forum Financial Management first reported a position in M&T Bank in Q4 2021 and held it in 17 quarters.
  • Forum Financial Management's M&T Bank position peaked at $602K in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.