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Jefferies Financial Group’s M&T Bank MTB Stock Holding History

Jefferies Financial Group’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 		$973K Sell
4,708
-2,435
-34% -$524K 0.01% 935
2025
Q4 		$1.44M Buy
7,143
+3,806
+114% +$727K 0.01% 934
2025
Q3 		$659K Buy
+3,337
New +$655K ﹤0.01% 1000
2025
Q2 		– Sell
-1,493
Closed -$263K – 1642
2025
Q1 		$267K Buy
+1,493
New +$283K ﹤0.01% 1285
2024
Q3 		– Sell
-11,500
Closed -$1.74M – 1649
2024
Q2 		$1.74M Buy
11,500
+2,750
+31% +$402K 0.02% 579
2024
Q1 		$1.27M Buy
+8,750
New +$1.21M 0.01% 735

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

Jefferies Financial Group's MTB Position: Q1 2026 in Review

Jefferies Financial Group reduced its M&T Bank (MTB) stake by 34% in Q1 2026, selling an estimated $524K and leaving 4,708 shares worth $973K. The position accounts for 0.01% of the portfolio, ranked #935.

Jefferies Financial Group first reported a position in MTB in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.74M in Q2 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Jefferies Financial Group held 4,708 shares of M&T Bank worth $973K as of Q1 2026.
  • Jefferies Financial Group sold 2,435 M&T Bank shares in Q1 2026, an estimated $524K.
  • M&T Bank made up 0.01% of Jefferies Financial Group's portfolio in Q1 2026, its #935 holding.
  • Jefferies Financial Group first reported a position in M&T Bank in Q1 2024 and has held it in 6 quarters since.
  • Jefferies Financial Group's M&T Bank position peaked at $1.74M in Q2 2024.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.