Jupiter Asset Management’s M&T Bank MTB Stock Holding History

Jupiter Asset Management’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
2025 Q4	–	Sell	-48,843	Closed	-$9.65M	–	461
2025 Q3	$9.65M	Buy	+48,843	New	+$9.58M	0.08%	227
2024 Q1	–	Sell	-163,189	Closed	-$22.4M	–	491
2023 Q4	$22.4M	Buy	+163,189	New	+$20.5M	0.22%	146
2023 Q1	–	Sell	-13,708	Closed	-$1.99M	–	471
2022 Q4	$1.99M	Buy	+13,708	New	+$2.25M	0.03%	310
2022 Q3	–	Sell	-18,194	Closed	-$2.9M	–	605
2022 Q2	$2.9M	Buy	+18,194	New	+$3.06M	0.04%	325
2013 Q4	–	Sell	-12,496	Closed	-$1.4M	–	207
2013 Q3	$1.4M	Buy	+12,496	New	+$1.45M	0.06%	161

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jupiter Asset Management's MTB Position: Q4 2025 in Review

Jupiter Asset Management sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 48,843 shares — an estimated $9.65M sold.

Jupiter Asset Management first reported a position in MTB in Q3 2013 and held it in 5 quarters. The position peaked at $22.4M in Q4 2023. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

Jupiter Asset Management reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
Jupiter Asset Management sold 48,843 M&T Bank shares in Q4 2025, an estimated $9.65M.
Jupiter Asset Management first reported a position in M&T Bank in Q3 2013 and held it in 5 quarters.
Jupiter Asset Management's M&T Bank position peaked at $22.4M in Q4 2023.
1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Jupiter Asset Management's 13F filing for Q4 2025, filed 10 Feb 2026.