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

J. Safra Sarasin Holding’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	$837K	Sell	3,875 -1,542	-28%	-$337K	0.01%	427
2026 Q1	$1.12M	Sell	5,417 -1,063	-16%	-$229K	0.02%	272
2025 Q4	$1.31M	Sell	6,480 -1,484	-19%	-$284K	0.02%	248
2025 Q3	$1.57M	Buy	7,964 +4,979	+167%	+$977K	0.03%	238
2025 Q2	$579K	Buy	2,985 +1,710	+134%	+$302K	0.01%	353
2025 Q1	$228K	Buy	+1,275	New	+$242K	﹤0.01%	463
2024 Q4	–	Sell	-10,394	Closed	-$1.85M	–	493
2024 Q3	$1.85M	Sell	10,394 -325	-3%	-$53.9K	0.03%	220
2024 Q2	$1.62M	Buy	+10,719	New	+$1.57M	0.03%	250

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 $3.38T AUM 44.17% 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

J. Safra Sarasin Holding's MTB Position: Q2 2026 in Review

J. Safra Sarasin Holding reduced its M&T Bank (MTB) stake by 28% in Q2 2026, selling an estimated $337K and leaving 3,875 shares worth $837K. The position accounts for 0.01% of the portfolio, ranked #427.

J. Safra Sarasin Holding first reported a position in MTB in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.85M in Q3 2024. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

J. Safra Sarasin Holding held 3,875 shares of M&T Bank worth $837K as of Q2 2026.
J. Safra Sarasin Holding sold 1,542 M&T Bank shares in Q2 2026, an estimated $337K.
M&T Bank made up 0.01% of J. Safra Sarasin Holding's portfolio in Q2 2026, its #427 holding.
J. Safra Sarasin Holding first reported a position in M&T Bank in Q2 2024 and has held it in 8 quarters since.
J. Safra Sarasin Holding's M&T Bank position peaked at $1.85M in Q3 2024.
1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on J. Safra Sarasin Holding's 13F filing for Q2 2026, filed 31 Jul 2026.