M&T Bank
XVV icon

M&T Bank’s iShares ESG Screened S&P 500 ETF XVV Stock Holding History

M&T Bank’s Portfolio XVV Stock Details XVV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$934K Buy
+16,452
New +$909K ﹤0.01% 923
2025
Q1 		– Sell
-44,636
Closed -$2.02M – 1696
2024
Q4 		$2.02M Hold
44,636
– – 0.01% 674
2024
Q3 		$1.97M Sell
44,636
-2,450
-5% -$104K 0.01% 684
2024
Q2 		$1.98M Hold
47,086
– – 0.01% 653
2024
Q1 		$1.9M Buy
+47,086
New +$1.8M 0.01% 680

Other funds holding XVV

UOCIM
University of Cambridge Investment Management Cambridge $93.9M AUM
SLF
Sun Life Financial Toronto, Ontario, Canada $1.95B AUM 25.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BCM
Becker Capital Management Portland, Oregon $3.72B AUM 31.98% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
JFA
JNBA Financial Advisors Bloomington, Minnesota $1.32B AUM 24.95% 1-Year Est. Return

M&T Bank's XVV Position: Q2 2026 in Review

M&T Bank opened a new position in iShares ESG Screened S&P 500 ETF (XVV) in Q2 2026: 16,452 shares worth $934K. The stake represents ﹤0.01% of the portfolio and ranks #923 among its holdings. This is a return to the name: M&T Bank previously reported a position in XVV as recently as Q4 2024.

M&T Bank first reported a position in XVV in Q1 2024 and has held it in 5 quarters since. The position peaked at $2.02M in Q4 2024. 159 funds tracked by Wall St. Rank hold XVV as of Q2 2026.

  • M&T Bank held 16,452 shares of iShares ESG Screened S&P 500 ETF worth $934K as of Q2 2026.
  • iShares ESG Screened S&P 500 ETF was a new M&T Bank position in Q2 2026.
  • iShares ESG Screened S&P 500 ETF made up ﹤0.01% of M&T Bank's portfolio in Q2 2026, its #923 holding.
  • M&T Bank first reported a position in iShares ESG Screened S&P 500 ETF in Q1 2024 and has held it in 5 quarters since.
  • M&T Bank's iShares ESG Screened S&P 500 ETF position peaked at $2.02M in Q4 2024.
  • 159 funds tracked by Wall St. Rank held iShares ESG Screened S&P 500 ETF as of Q2 2026.

Based on M&T Bank's 13F filing for Q2 2026, filed 4 Aug 2026.