Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s M&T Bank MTB Stock Holding History

Kovitz Investment Group Partners’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
-3,306
Closed -$653K – 1005
2025
Q3 		$653K Buy
3,306
+228
+7% +$44.7K ﹤0.01% 948
2025
Q2 		$597K Sell
3,078
-367
-11% -$64.8K ﹤0.01% 927
2025
Q1 		$616K Buy
3,445
+549
+19% +$104K ﹤0.01% 860
2024
Q4 		$545K Buy
+2,896
New +$576K ﹤0.01% 868

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Kovitz Investment Group Partners's MTB Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of M&T Bank (MTB) in Q4 2025, closing a stake of 3,306 shares — an estimated $653K sold.

Kovitz Investment Group Partners first reported a position in MTB in Q4 2024 and held it in 4 quarters. The position peaked at $653K in Q3 2025. 1,105 funds tracked by Wall St. Rank hold MTB as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining M&T Bank position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 3,306 M&T Bank shares in Q4 2025, an estimated $653K.
  • Kovitz Investment Group Partners first reported a position in M&T Bank in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's M&T Bank position peaked at $653K in Q3 2025.
  • 1,105 funds tracked by Wall St. Rank held M&T Bank as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.