Interval Partners’s M&T Bank MTB Stock Holding History

Interval Partners’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
2024 Q3	–	Sell	-266	Closed	-$4.03M	–	413
2024 Q2	$4.03M	Buy	266 +41	+18%	+$5.99K	0.09%	228
2024 Q1	$3.27M	Buy	225 +125	+125%	+$17.3K	0.09%	205
2023 Q4	$1.37M	Buy	+100	New	+$12.6K	0.04%	251
2023 Q3	–	Sell	-15,000	Closed	-$1.86M	–	334
2023 Q2	$1.86M	Buy	+15,000	New	+$1.81M	0.07%	203
2022 Q4	–	Sell	-20,000	Closed	-$3.53M	–	292
2022 Q3	$3.53M	Buy	20,000 +5,000	+33%	+$885K	0.16%	151
2022 Q2	$2.39M	Sell	15,000 -300	-2%	-$50.4K	0.12%	165
2022 Q1	$2.59M	Buy	+15,300	New	+$2.7M	0.13%	182
2021 Q2	–	Sell	-20,000	Closed	-$3.03M	–	320
2021 Q1	$3.03M	Buy	+20,000	New	+$2.95M	0.12%	159
2020 Q2	–	Sell	-17,700	Closed	-$1.83M	–	266
2020 Q1	$1.83M	Buy	+17,700	New	+$2.6M	0.14%	125

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

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

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Interval Partners's MTB Position: Q3 2025 in Review

Interval Partners sold out of M&T Bank (MTB) in Q3 2025, closing a stake of 21,522 shares — an estimated $4.22M sold.

Interval Partners first reported a position in MTB in Q2 2014 and held it in 24 quarters. The position peaked at $33.7M in Q2 2018. 1,056 funds tracked by Wall St. Rank hold MTB as of Q3 2025.

Interval Partners reported no remaining M&T Bank position as of Q3 2025 after selling out during the quarter.
Interval Partners sold 21,522 M&T Bank shares in Q3 2025, an estimated $4.22M.
Interval Partners first reported a position in M&T Bank in Q2 2014 and held it in 24 quarters.
Interval Partners's M&T Bank position peaked at $33.7M in Q2 2018.
1,056 funds tracked by Wall St. Rank held M&T Bank as of Q3 2025.

Based on Interval Partners's 13F filing for Q3 2025, filed 14 Nov 2025.