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 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

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

J. Safra Sarasin Holding's MTB Position: Q1 2026 in Review

J. Safra Sarasin Holding reduced its M&T Bank (MTB) stake by 16% in Q1 2026, selling an estimated $229K and leaving 5,417 shares worth $1.12M. The position accounts for 0.02% of the portfolio, ranked #272.

J. Safra Sarasin Holding first reported a position in MTB in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.85M in Q3 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

J. Safra Sarasin Holding held 5,417 shares of M&T Bank worth $1.12M as of Q1 2026.
J. Safra Sarasin Holding sold 1,063 M&T Bank shares in Q1 2026, an estimated $229K.
M&T Bank made up 0.02% of J. Safra Sarasin Holding's portfolio in Q1 2026, its #272 holding.
J. Safra Sarasin Holding first reported a position in M&T Bank in Q2 2024 and has held it in 7 quarters since.
J. Safra Sarasin Holding's M&T Bank position peaked at $1.85M in Q3 2024.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

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