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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

InceptionR's MTB Position: Q1 2026 in Review

InceptionR sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 3,040 shares — an estimated $612K sold.

InceptionR first reported a position in MTB in Q1 2024 and held it in 4 quarters. The position peaked at $1.17M in Q1 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

InceptionR reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
InceptionR sold 3,040 M&T Bank shares in Q1 2026, an estimated $612K.
InceptionR first reported a position in M&T Bank in Q1 2024 and held it in 4 quarters.
InceptionR's M&T Bank position peaked at $1.17M in Q1 2024.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.