L.K. Benson & Company’s M&T Bank MTB Stock Holding History

L.K. Benson & Company’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	$1.07M	Buy	5,165 +12	+0.2%	+$2.58K	0.35%	44
2025 Q4	$1.04M	Sell	5,153 -629	-11%	-$120K	0.52%	44
2025 Q3	$1.14M	Buy	5,782 +13	+0.2%	+$2.55K	0.62%	37
2025 Q2	$1.12M	Buy	5,769 +1,296	+29%	+$229K	0.69%	34
2025 Q1	$800K	Buy	4,473 +34	+0.8%	+$6.45K	0.55%	43
2024 Q4	$835K	Buy	+4,439	New	+$882K	0.59%	40

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

L.K. Benson & Company's MTB Position: Q1 2026 in Review

L.K. Benson & Company increased its M&T Bank (MTB) stake by 0.23% in Q1 2026, buying an estimated $2.58K and bringing the position to 5,165 shares worth $1.07M. The position accounts for 0.35% of the portfolio, ranked #44.

L.K. Benson & Company first reported a position in MTB in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.14M in Q3 2025. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

L.K. Benson & Company held 5,165 shares of M&T Bank worth $1.07M as of Q1 2026.
L.K. Benson & Company bought 12 M&T Bank shares in Q1 2026, an estimated $2.58K.
M&T Bank made up 0.35% of L.K. Benson & Company's portfolio in Q1 2026, its #44 holding.
L.K. Benson & Company first reported a position in M&T Bank in Q4 2024 and has held it in 6 quarters since.
L.K. Benson & Company's M&T Bank position peaked at $1.14M in Q3 2025.
1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on L.K. Benson & Company's 13F filing for Q1 2026, filed 21 Apr 2026.