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Horizon Investments’s M&T Bank MTB Stock Holding History

Horizon Investments’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 		$10.6M Sell
51,040
-2,761
-5% -$594K 0.12% 151
2025
Q4 		$10.8M Sell
53,801
-641
-1% -$122K 0.14% 123
2025
Q3 		$10.8M Buy
54,442
+4,017
+8% +$788K 0.14% 120
2025
Q2 		$9.78M Buy
50,425
+48,014
+1,991% +$8.47M 0.15% 106
2025
Q1 		$431K Buy
2,411
+94
+4% +$17.8K 0.01% 396
2024
Q4 		$436K Buy
2,317
+31
+1% +$6.16K 0.01% 393
2024
Q3 		$407K Sell
2,286
-818
-26% -$136K 0.01% 395
2024
Q2 		$470K Buy
3,104
+23
+0.7% +$3.36K 0.01% 380
2024
Q1 		$448K Buy
3,081
+12
+0.4% +$1.66K 0.01% 381
2023
Q4 		$421K Buy
3,069
+740
+32% +$93K 0.01% 369
2023
Q3 		$295K Buy
2,329
+7
+0.3% +$913 0.01% 413
2023
Q2 		$287K Buy
2,322
+147
+7% +$17.8K 0.01% 426
2023
Q1 		$260K Sell
2,175
-3,222
-60% -$468K 0.01% 438
2022
Q4 		$783K Sell
5,397
-286
-5% -$47K 0.02% 279
2022
Q3 		$1M Buy
5,683
+1,340
+31% +$237K 0.03% 218
2022
Q2 		$692K Buy
4,343
+2,922
+206% +$491K 0.02% 231
2022
Q1 		$241K Buy
+1,421
New +$251K 0.01% 478
2020
Q3 		– Sell
-7,648
Closed -$795K – 433
2020
Q2 		$795K Buy
+7,648
New +$807K 0.02% 275
2020
Q1 		– Sell
-1,444
Closed -$245K – 432
2019
Q4 		$245K Buy
+1,444
New +$234K 0.01% 475
2019
Q3 		– Sell
-1,364
Closed -$232K – 503
2019
Q2 		$232K Buy
+1,364
New +$226K 0.01% 504

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Horizon Investments's MTB Position: Q1 2026 in Review

Horizon Investments reduced its M&T Bank (MTB) stake by 5.1% in Q1 2026, selling an estimated $594K and leaving 51,040 shares worth $10.6M. The position accounts for 0.12% of the portfolio, ranked #151.

Horizon Investments first reported a position in MTB in Q2 2019 and has held it in 20 quarters since. The position peaked at $10.8M in Q4 2025. 1,108 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Horizon Investments held 51,040 shares of M&T Bank worth $10.6M as of Q1 2026.
  • Horizon Investments sold 2,761 M&T Bank shares in Q1 2026, an estimated $594K.
  • M&T Bank made up 0.12% of Horizon Investments's portfolio in Q1 2026, its #151 holding.
  • Horizon Investments first reported a position in M&T Bank in Q2 2019 and has held it in 20 quarters since.
  • Horizon Investments's M&T Bank position peaked at $10.8M in Q4 2025.
  • 1,108 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Horizon Investments's 13F filing for Q1 2026, filed 15 May 2026.