JSAM
MTB icon

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
Q2 		$5K Sell
21
-19
-48% -$4.16K ﹤0.01% 503
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

J. Safra Asset Management's MTB Position: Q2 2026 in Review

J. Safra Asset Management reduced its M&T Bank (MTB) stake by 48% in Q2 2026, selling an estimated $4.16K and leaving 21 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

J. Safra Asset Management first reported a position in MTB in Q3 2025 and has held it in 4 quarters since. The position peaked at $8.27K in Q1 2026. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • J. Safra Asset Management held 21 shares of M&T Bank worth $5K as of Q2 2026.
  • J. Safra Asset Management sold 19 M&T Bank shares in Q2 2026, an estimated $4.16K.
  • M&T Bank made up ﹤0.01% of J. Safra Asset Management's portfolio in Q2 2026, its #503 holding.
  • J. Safra Asset Management first reported a position in M&T Bank in Q3 2025 and has held it in 4 quarters since.
  • J. Safra Asset Management's M&T Bank position peaked at $8.27K in Q1 2026.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.