Loring Wolcott & Coolidge Fiduciary Advisors’s M&T Bank MTB Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	$275K	Hold	1,155	–	–	﹤0.01%	291
2026 Q1	$254K	Hold	1,155	–	–	﹤0.01%	298
2025 Q4	$251K	Hold	1,155	–	–	﹤0.01%	292
2025 Q3	$209K	Hold	1,155	–	–	﹤0.01%	311
2025 Q2	$224K	Hold	1,155	–	–	﹤0.01%	263
2025 Q1	$191K	Hold	1,155	–	–	﹤0.01%	274
2024 Q4	$232K	Hold	1,155	–	–	﹤0.01%	269
2024 Q3	$225K	Hold	1,155	–	–	﹤0.01%	273
2024 Q2	$188K	Hold	1,155	–	–	﹤0.01%	276
2024 Q1	$168K	Hold	1,155	–	–	﹤0.01%	288
2023 Q4	$160K	Hold	1,155	–	–	﹤0.01%	298
2023 Q3	$137K	Sell	1,155 -350	-23%	-$45.7K	﹤0.01%	317
2023 Q2	$186K	Buy	1,505 +100	+7%	+$12.1K	﹤0.01%	301
2023 Q1	$168K	Sell	1,405 -91	-6%	-$13.2K	﹤0.01%	289
2022 Q4	$217K	Hold	1,496	–	–	﹤0.01%	275
2022 Q3	$264K	Hold	1,496	–	–	﹤0.01%	258
2022 Q2	$238K	Buy	1,496 +656	+78%	+$110K	﹤0.01%	267
2022 Q1	$142K	Hold	840	–	–	﹤0.01%	335
2021 Q4	$129K	Hold	840	–	–	﹤0.01%	358
2021 Q3	$125K	Sell	840 -37	-4%	-$5.13K	﹤0.01%	364
2021 Q2	$127K	Buy	+877	New	+$137K	﹤0.01%	368
2021 Q1	–	Sell	-840	Closed	-$107K	–	551
2020 Q4	$107K	Hold	840	–	–	﹤0.01%	344
2020 Q3	$77K	Hold	840	–	–	﹤0.01%	349
2020 Q2	$87K	Hold	840	–	–	﹤0.01%	322
2020 Q1	$87K	Hold	840	–	–	﹤0.01%	308
2019 Q4	$143K	Hold	840	–	–	﹤0.01%	305
2019 Q3	$133K	Hold	840	–	–	﹤0.01%	301
2019 Q2	$143K	Hold	840	–	–	﹤0.01%	296
2019 Q1	$132K	Hold	840	–	–	﹤0.01%	298
2018 Q4	$120K	Hold	840	–	–	﹤0.01%	304
2018 Q3	$138K	Hold	840	–	–	﹤0.01%	310
2018 Q2	$143K	Hold	840	–	–	﹤0.01%	308
2018 Q1	$155K	Hold	840	–	–	﹤0.01%	302
2017 Q4	$144K	Hold	840	–	–	﹤0.01%	318
2017 Q3	$135K	Hold	840	–	–	﹤0.01%	322
2017 Q2	$137K	Hold	840	–	–	﹤0.01%	314
2017 Q1	$130K	Hold	840	–	–	﹤0.01%	321
2016 Q4	$131K	Hold	840	–	–	﹤0.01%	313
2016 Q3	$98K	Hold	840	–	–	﹤0.01%	335
2016 Q2	$99K	Hold	840	–	–	﹤0.01%	326
2016 Q1	$93K	Sell	840 -393	-32%	-$42.6K	﹤0.01%	321
2015 Q4	$149K	Buy	1,233 +393	+47%	+$47.9K	﹤0.01%	291
2015 Q3	$105K	Hold	840	–	–	﹤0.01%	350
2015 Q2	$105K	Hold	840	–	–	﹤0.01%	350
2015 Q1	$107K	Hold	840	–	–	﹤0.01%	359
2014 Q4	$106K	Hold	840	–	–	﹤0.01%	354
2014 Q3	$104K	Sell	840 -179	-18%	-$22K	﹤0.01%	341
2014 Q2	$126K	Hold	1,019	–	–	﹤0.01%	328
2014 Q1	$124K	Hold	1,019	–	–	﹤0.01%	314
2013 Q4	$119K	Hold	1,019	–	–	﹤0.01%	311
2013 Q3	$114K	Hold	1,019	–	–	﹤0.01%	296
2013 Q2	$114K	Buy	+1,019	New	+$105K	﹤0.01%	311

Other funds holding MTB

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Canoe Financial Calgary, Alberta, Canada $8.07B AUM 25.47% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's MTB Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its M&T Bank (MTB) position steady in Q2 2026 at 1,155 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #291.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in MTB in Q2 2013 and has held it in 52 quarters since. 681 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 1,155 shares of M&T Bank worth $275K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its M&T Bank share count unchanged in Q2 2026.
M&T Bank made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #291 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in M&T Bank in Q2 2013 and has held it in 52 quarters since.
681 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.