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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 		– Sell
-55,700
Closed -$11.2M – 2053
2025
Q4 		$11.2M Buy
55,700
+23,200
+71% +$4.43M 0.06% 295
2025
Q3 		$6.42M Buy
32,500
+26,600
+451% +$5.22M 0.03% 308
2025
Q2 		$1.14M Buy
5,900
+4,300
+269% +$759K 0.01% 693
2025
Q1 		$286K Buy
+1,600
New +$303K ﹤0.01% 1258
2024
Q2 		– Sell
-8,500
Closed -$1.24M – 1726
2024
Q1 		$1.24M Buy
+8,500
New +$1.18M 0.01% 745

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Jefferies Financial Group's MTB Position: Q2 2026 in Review

Jefferies Financial Group reduced its M&T Bank (MTB) stake by 0.38% in Q2 2026, selling an estimated $3.94K and leaving 4,690 shares worth $1.12M. The position accounts for 0.01% of the portfolio, ranked #921.

Jefferies Financial Group first reported a position in MTB in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.74M in Q2 2024. 1,162 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Jefferies Financial Group held 4,690 shares of M&T Bank worth $1.12M as of Q2 2026.
  • Jefferies Financial Group sold 18 M&T Bank shares in Q2 2026, an estimated $3.94K.
  • M&T Bank made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #921 holding.
  • Jefferies Financial Group first reported a position in M&T Bank in Q1 2024 and has held it in 7 quarters since.
  • Jefferies Financial Group's M&T Bank position peaked at $1.74M in Q2 2024.
  • 1,162 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.