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Legacy Advisors’s M&T Bank MTB Stock Holding History

Legacy Advisors’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 		– Sell
-1,447
Closed -$292K – 303
2025
Q4 		$292K Buy
1,447
+97
+7% +$18.5K 0.03% 223
2025
Q3 		$267K Buy
+1,350
New +$265K 0.03% 212
2025
Q2 		– Sell
-1,896
Closed -$339K – 266
2025
Q1 		$339K Buy
1,896
+2
+0.1% +$379 0.03% 306
2024
Q4 		$356K Buy
1,894
+343
+22% +$68.2K 0.03% 290
2024
Q3 		$276K Sell
1,551
-9
-0.6% -$1.49K 0.03% 307
2024
Q2 		$236K Sell
1,560
-6
-0.4% -$877 0.03% 290
2024
Q1 		$230K Buy
1,566
+37
+2% +$5.13K 0.03% 283
2023
Q4 		$210K Buy
+1,529
New +$192K 0.03% 292
2019
Q3 		– Sell
-420
Closed -$71K – 248
2019
Q2 		$71K Hold
420
– – 0.05% 184
2019
Q1 		$66K Buy
+420
New +$69K 0.02% 193
2018
Q4 		– Sell
-420
Closed -$69K – 292
2018
Q3 		$69K Hold
420
– – 0.03% 203
2018
Q2 		$71K Hold
420
– – 0.05% 162
2018
Q1 		$77K Hold
420
– – 0.06% 131
2017
Q4 		$71K Buy
420
+35
+9% +$5.81K 0.07% 105
2017
Q3 		$62K Hold
385
– – 0.07% 98
2017
Q2 		$62K Buy
+385
New +$60.7K 0.08% 88

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Legacy Advisors's MTB Position: Q1 2026 in Review

Legacy Advisors sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,447 shares — an estimated $292K sold.

Legacy Advisors first reported a position in MTB in Q2 2017 and held it in 16 quarters. The position peaked at $356K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Legacy Advisors reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
  • Legacy Advisors sold 1,447 M&T Bank shares in Q1 2026, an estimated $292K.
  • Legacy Advisors first reported a position in M&T Bank in Q2 2017 and held it in 16 quarters.
  • Legacy Advisors's M&T Bank position peaked at $356K in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Legacy Advisors's 13F filing for Q1 2026, filed 5 May 2026.