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 Q3	$9.42M	Buy	43,300 +38,610	+823%	+$9.29M	0.07%	208
2026 Q2	$1.12M	Sell	4,690 -18	-0.4%	-$3.94K	0.01%	921
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

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Jefferies Financial Group's MTB Position: Q3 2026 in Review

Jefferies Financial Group increased its M&T Bank (MTB) stake by 823% in Q3 2026, buying an estimated $9.29M and bringing the position to 43,300 shares worth $9.42M. The position accounts for 0.07% of the portfolio, ranked #208.

Jefferies Financial Group first reported a position in MTB in Q1 2024 and has held it in 8 quarters since. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Jefferies Financial Group held 43,300 shares of M&T Bank worth $9.42M as of Q3 2026.
Jefferies Financial Group bought 38,610 M&T Bank shares in Q3 2026, an estimated $9.29M.
M&T Bank made up 0.07% of Jefferies Financial Group's portfolio in Q3 2026, its #208 holding.
Jefferies Financial Group first reported a position in M&T Bank in Q1 2024 and has held it in 8 quarters since.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.