M&T Bank
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M&T Bank’s Moelis & Co MC Stock Holding History

M&T Bank’s Portfolio MC Stock Details MC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$958K Sell
16,808
-7,371
-30% -$479K ﹤0.01% 865
2025
Q4 		$1.66M Sell
24,179
-1,117
-4% -$74.5K 0.01% 695
2025
Q3 		$1.8M Sell
25,296
-2,092
-8% -$149K 0.01% 615
2025
Q2 		$1.71M Sell
27,388
-972
-3% -$54.6K 0.01% 676
2025
Q1 		$1.65M Sell
28,360
-2,099
-7% -$148K 0.01% 673
2024
Q4 		$2.25M Sell
30,459
-890
-3% -$64.4K 0.01% 631
2024
Q3 		$2.15M Sell
31,349
-537
-2% -$34.7K 0.01% 658
2024
Q2 		$1.81M Sell
31,886
-1,959
-6% -$106K 0.01% 684
2024
Q1 		$1.92M Buy
33,845
+7,032
+26% +$384K 0.01% 673
2023
Q4 		$1.51M Buy
26,813
+21,914
+447% +$1.03M 0.01% 737
2023
Q3 		$221K Sell
4,899
-474
-9% -$22.3K ﹤0.01% 1402
2023
Q2 		$243K Buy
+5,373
New +$214K ﹤0.01% 1386
2022
Q1 		– Sell
-3,667
Closed -$229K – 1611
2021
Q4 		$229K Buy
3,667
+301
+9% +$20.2K ﹤0.01% 1385
2021
Q3 		$208K Buy
+3,366
New +$202K ﹤0.01% 1426
2021
Q1 		– Sell
-8,648
Closed -$404K – 1652
2020
Q4 		$404K Buy
8,648
+55
+0.6% +$2.21K ﹤0.01% 1171
2020
Q3 		$302K Sell
8,593
-216
-2% -$6.83K ﹤0.01% 1229
2020
Q2 		$274K Buy
+8,809
New +$276K ﹤0.01% 1235
2019
Q4 		– Sell
-8,812
Closed -$290K – 1570
2019
Q3 		$290K Sell
8,812
-15,638
-64% -$530K ﹤0.01% 1226
2019
Q2 		$855K Buy
24,450
+1,512
+7% +$54.7K ﹤0.01% 778
2019
Q1 		$955K Buy
22,938
+3,387
+17% +$145K 0.01% 736
2018
Q4 		$672K Buy
19,551
+4,185
+27% +$178K ﹤0.01% 807
2018
Q3 		$841K Buy
15,366
+3,233
+27% +$190K ﹤0.01% 816
2018
Q2 		$712K Buy
+12,133
New +$697K ﹤0.01% 875

Other funds holding MC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

M&T Bank's MC Position: Q1 2026 in Review

M&T Bank reduced its Moelis & Co (MC) stake by 30% in Q1 2026, selling an estimated $479K and leaving 16,808 shares worth $958K. The position accounts for ﹤0.01% of the portfolio, ranked #865.

M&T Bank first reported a position in MC in Q2 2018 and has held it in 23 quarters since. The position peaked at $2.25M in Q4 2024. 399 funds tracked by Wall St. Rank hold MC as of Q1 2026.

  • M&T Bank held 16,808 shares of Moelis & Co worth $958K as of Q1 2026.
  • M&T Bank sold 7,371 Moelis & Co shares in Q1 2026, an estimated $479K.
  • Moelis & Co made up ﹤0.01% of M&T Bank's portfolio in Q1 2026, its #865 holding.
  • M&T Bank first reported a position in Moelis & Co in Q2 2018 and has held it in 23 quarters since.
  • M&T Bank's Moelis & Co position peaked at $2.25M in Q4 2024.
  • 399 funds tracked by Wall St. Rank held Moelis & Co as of Q1 2026.

Based on M&T Bank's 13F filing for Q1 2026, filed 12 May 2026.