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J. Safra Asset Management’s M&T Bank MTB Stock Holding History

J. Safra Asset 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 		$8.27K Hold
40
– – ﹤0.01% 389
2025
Q4 		$8.06K Hold
40
– – ﹤0.01% 376
2025
Q3 		$7.91K Buy
+40
New +$7.85K ﹤0.01% 279

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

J. Safra Asset Management's MTB Position: Q1 2026 in Review

J. Safra Asset Management held its M&T Bank (MTB) position steady in Q1 2026 at 40 shares worth $8.27K. The position accounts for ﹤0.01% of the portfolio, ranked #389.

J. Safra Asset Management first reported a position in MTB in Q3 2025 and has held it in 3 quarters since. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • J. Safra Asset Management held 40 shares of M&T Bank worth $8.27K as of Q1 2026.
  • J. Safra Asset Management left its M&T Bank share count unchanged in Q1 2026.
  • M&T Bank made up ﹤0.01% of J. Safra Asset Management's portfolio in Q1 2026, its #389 holding.
  • J. Safra Asset Management first reported a position in M&T Bank in Q3 2025 and has held it in 3 quarters since.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on J. Safra Asset Management's 13F filing for Q1 2026, filed 4 May 2026.