Lee, Danner & Bass’s M&T Bank MTB Stock Holding History

Lee, Danner & Bass’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 Q3	$3.22M	Sell	14,817 -1,002	-6%	-$241K	0.19%	91
2026 Q2	$3.77M	Sell	15,819 -2,566	-14%	-$561K	0.22%	92
2026 Q1	$3.8M	Hold	18,385	–	–	0.24%	87
2025 Q4	$3.7M	Sell	18,385 -2,000	-10%	-$382K	0.27%	81
2025 Q3	$4.03M	Sell	20,385 -25	-0.1%	-$4.91K	0.29%	75
2025 Q2	$3.96M	Hold	20,410	–	–	0.31%	74
2025 Q1	$3.65M	Sell	20,410 -1,441	-7%	-$273K	0.3%	73
2024 Q4	$4.11M	Sell	21,851 -1,003	-4%	-$199K	0.33%	66
2024 Q3	$4.07M	Sell	22,854 -500	-2%	-$82.9K	0.29%	71
2024 Q2	$3.54M	Buy	+23,354	New	+$3.41M	0.27%	77
2023 Q4	$3.97M	Buy	28,954 +2,204	+8%	+$277K	0.34%	69
2023 Q3	$3.38M	Hold	26,750	–	–	0.31%	72
2023 Q2	$3.31M	Buy	26,750 +25	+0.1%	+$3.02K	0.28%	75
2023 Q1	$3.2M	Sell	26,725 -10,170	-28%	-$1.48M	0.29%	73
2022 Q4	$5.35M	Sell	36,895 -360	-1%	-$59.2K	0.5%	48
2022 Q3	$6.57M	Sell	37,255 -1,152	-3%	-$204K	0.69%	37
2022 Q2	$6.12M	Buy	+38,407	New	+$6.45M	0.62%	42

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Lee, Danner & Bass's MTB Position: Q3 2026 in Review

Lee, Danner & Bass reduced its M&T Bank (MTB) stake by 6.3% in Q3 2026, selling an estimated $241K and leaving 14,817 shares worth $3.22M. The position accounts for 0.19% of the portfolio, ranked #91.

Lee, Danner & Bass first reported a position in MTB in Q2 2022 and has held it in 17 quarters since. The position peaked at $6.57M in Q3 2022. 872 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Lee, Danner & Bass held 14,817 shares of M&T Bank worth $3.22M as of Q3 2026.
Lee, Danner & Bass sold 1,002 M&T Bank shares in Q3 2026, an estimated $241K.
M&T Bank made up 0.19% of Lee, Danner & Bass's portfolio in Q3 2026, its #91 holding.
Lee, Danner & Bass first reported a position in M&T Bank in Q2 2022 and has held it in 17 quarters since.
Lee, Danner & Bass's M&T Bank position peaked at $6.57M in Q3 2022.
872 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Lee, Danner & Bass's 13F filing for Q3 2026, filed 27 Oct 2026.