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

Lakewood 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
2026
Q2 		$2.93M Sell
12,292
-42
-0.3% -$9.18K 1.61% 21
2026
Q1 		$2.55M Sell
12,334
-3,804
-24% -$819K 1.63% 20
2025
Q4 		$3.25M Buy
16,138
+210
+1% +$40.1K 1.91% 19
2025
Q3 		$3.15M Buy
15,928
+220
+1% +$43.2K 1.9% 17
2025
Q2 		$3.05M Buy
15,708
+36
+0.2% +$6.35K 2.04% 16
2025
Q1 		$2.8M Buy
15,672
+4,011
+34% +$761K 1.89% 15
2024
Q4 		$2.19M Buy
11,661
+33
+0.3% +$6.56K 1.51% 18
2024
Q3 		$2.07M Sell
11,628
-970
-8% -$161K 1.41% 19
2024
Q2 		$1.91M Buy
12,598
+170
+1% +$24.8K 1.33% 20
2024
Q1 		$1.81M Buy
12,428
+927
+8% +$128K 1.23% 25
2023
Q4 		$1.58M Buy
11,501
+179
+2% +$22.5K 1.23% 25
2023
Q3 		$1.43M Buy
11,322
+170
+2% +$22.2K 1.17% 25
2023
Q2 		$1.38M Buy
11,152
+290
+3% +$35.1K 1.09% 27
2023
Q1 		$1.3M Buy
10,862
+73
+0.7% +$10.6K 1.08% 30
2022
Q4 		$1.56M Buy
+10,789
New +$1.77M 1.27% 23

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 $3.37T AUM 44.26% 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

Lakewood Asset Management's MTB Position: Q2 2026 in Review

Lakewood Asset Management reduced its M&T Bank (MTB) stake by 0.34% in Q2 2026, selling an estimated $9.18K and leaving 12,292 shares worth $2.93M. The position accounts for 1.61% of the portfolio, ranked #21.

Lakewood Asset Management first reported a position in MTB in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.25M in Q4 2025. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Lakewood Asset Management held 12,292 shares of M&T Bank worth $2.93M as of Q2 2026.
  • Lakewood Asset Management sold 42 M&T Bank shares in Q2 2026, an estimated $9.18K.
  • M&T Bank made up 1.61% of Lakewood Asset Management's portfolio in Q2 2026, its #21 holding.
  • Lakewood Asset Management first reported a position in M&T Bank in Q4 2022 and has held it in 15 quarters since.
  • Lakewood Asset Management's M&T Bank position peaked at $3.25M in Q4 2025.
  • 1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Lakewood Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.