InceptionR’s M&T Bank MTB Stock Holding History

InceptionR’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	$1.12M	Buy	+4,693	New	+$1.03M	0.27%	95
2026 Q1	–	Sell	-3,040	Closed	-$612K	–	808
2025 Q4	$612K	Buy	+3,040	New	+$581K	0.17%	221
2025 Q3	–	Sell	-5,098	Closed	-$989K	–	851
2025 Q2	$989K	Buy	+5,098	New	+$900K	0.23%	152
2025 Q1	–	Sell	-2,238	Closed	-$421K	–	734
2024 Q4	$421K	Buy	+2,238	New	+$445K	0.09%	379
2024 Q2	–	Sell	-8,037	Closed	-$1.17M	–	769
2024 Q1	$1.17M	Buy	+8,037	New	+$1.11M	0.3%	108

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

InceptionR's MTB Position: Q2 2026 in Review

InceptionR opened a new position in M&T Bank (MTB) in Q2 2026: 4,693 shares worth $1.12M. The stake represents 0.27% of the portfolio and ranks #95 among its holdings. This is a return to the name: InceptionR previously reported a position in MTB as recently as Q4 2025.

InceptionR first reported a position in MTB in Q1 2024 and has held it in 5 quarters since. The position peaked at $1.17M in Q1 2024. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

InceptionR held 4,693 shares of M&T Bank worth $1.12M as of Q2 2026.
M&T Bank was a new InceptionR position in Q2 2026.
M&T Bank made up 0.27% of InceptionR's portfolio in Q2 2026, its #95 holding.
InceptionR first reported a position in M&T Bank in Q1 2024 and has held it in 5 quarters since.
InceptionR's M&T Bank position peaked at $1.17M in Q1 2024.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on InceptionR's 13F filing for Q2 2026, filed 11 Aug 2026.