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	–	Sell	-39,500	Closed	-$7.96M	–	2052
2025 Q4	$7.96M	Sell	39,500 -700	-2%	-$134K	0.04%	379
2025 Q3	$7.94M	Buy	40,200 +38,700	+2,580%	+$7.59M	0.04%	265
2025 Q2	$291K	Buy	+1,500	New	+$265K	﹤0.01%	1037
2024 Q2	–	Sell	-18,000	Closed	-$2.62M	–	1725
2024 Q1	$2.62M	Buy	+18,000	New	+$2.49M	0.02%	501
2023 Q3	–	Sell	-13,800	Closed	-$1.71M	–	1848
2023 Q2	$1.71M	Buy	+13,800	New	+$1.67M	0.02%	715

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

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.