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

Lido 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 Q3	$1.75M	Buy	9,788 +2,052	+27%	+$494K	﹤0.01%	848
2026 Q2	$1.42M	Buy	7,736 +1,318	+21%	+$288K	﹤0.01%	939
2026 Q1	$1.33M	Buy	6,418 +1,810	+39%	+$390K	﹤0.01%	850
2025 Q4	$913K	Sell	4,608 -26	-0.6%	-$4.97K	﹤0.01%	1046
2025 Q3	$916K	Buy	4,634 +252	+6%	+$49.4K	﹤0.01%	986
2025 Q2	$850K	Sell	4,382 -169	-4%	-$29.8K	﹤0.01%	909
2025 Q1	$814K	Buy	4,551 +25	+0.6%	+$4.74K	﹤0.01%	854
2024 Q4	$851K	Buy	4,526 +222	+5%	+$44.1K	﹤0.01%	822
2024 Q3	$767K	Buy	4,304 +438	+11%	+$72.6K	﹤0.01%	810
2024 Q2	$585K	Buy	3,866 +440	+13%	+$64.3K	﹤0.01%	878
2024 Q1	$498K	Sell	3,426 -493	-13%	-$68.3K	﹤0.01%	907
2023 Q4	$537K	Buy	3,919 +1,794	+84%	+$225K	﹤0.01%	838
2023 Q3	$269K	Buy	2,125 +316	+17%	+$41.2K	﹤0.01%	962
2023 Q2	$224K	Buy	+1,809	New	+$219K	﹤0.01%	1065
2023 Q1	–	Sell	-1,936	Closed	-$281K	–	1217
2022 Q4	$281K	Buy	+1,936	New	+$318K	﹤0.01%	806
2020 Q1	–	Sell	-1,643	Closed	-$279K	–	644
2019 Q4	$279K	Buy	+1,643	New	+$267K	0.01%	527

Other funds holding MTB

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

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

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

Lido Advisors's MTB Position: Q3 2026 in Review

Lido Advisors increased its M&T Bank (MTB) stake by 27% in Q3 2026, buying an estimated $494K and bringing the position to 9,788 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #848.

Lido Advisors first reported a position in MTB in Q4 2019 and has held it in 16 quarters since. 995 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Lido Advisors held 9,788 shares of M&T Bank worth $1.75M as of Q3 2026.
Lido Advisors bought 2,052 M&T Bank shares in Q3 2026, an estimated $494K.
M&T Bank made up ﹤0.01% of Lido Advisors's portfolio in Q3 2026, its #848 holding.
Lido Advisors first reported a position in M&T Bank in Q4 2019 and has held it in 16 quarters since.
995 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.