Machina Capital’s M&T Bank MTB Stock Holding History

Machina Capital’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
2025 Q1	–	Sell	-2,742	Closed	-$516K	–	347
2024 Q4	$516K	Buy	+2,742	New	+$545K	0.22%	167
2024 Q2	–	Sell	-3,555	Closed	-$517K	–	327
2024 Q1	$517K	Buy	3,555 +659	+23%	+$91.3K	0.27%	144
2023 Q4	$397K	Buy	+2,896	New	+$364K	0.26%	152
2023 Q2	–	Sell	-18	Closed	-$2.15K	–	434
2023 Q1	$2.15K	Sell	18 -1,382	-99%	-$201K	﹤0.01%	464
2022 Q4	$203K	Buy	+1,400	New	+$230K	0.38%	133
2022 Q2	–	Sell	-1,248	Closed	-$212K	–	163
2022 Q1	$212K	Buy	+1,248	New	+$220K	0.47%	115
2021 Q3	–	Sell	-2,800	Closed	-$407K	–	182
2021 Q2	$407K	Buy	+2,800	New	+$437K	0.69%	59
2019 Q3	–	Sell	-2,374	Closed	-$404K	–	433
2019 Q2	$404K	Buy	2,374 +1,033	+77%	+$171K	0.15%	182
2019 Q1	$211K	Sell	1,341 -1,990	-60%	-$327K	0.08%	229
2018 Q4	$477K	Buy	+3,331	New	+$532K	0.32%	125

Other funds holding MTB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Machina Capital's MTB Position: Q1 2025 in Review

Machina Capital sold out of M&T Bank (MTB) in Q1 2025, closing a stake of 2,742 shares — an estimated $516K sold.

Machina Capital first reported a position in MTB in Q4 2018 and held it in 10 quarters. The position peaked at $517K in Q1 2024. 1,039 funds tracked by Wall St. Rank hold MTB as of Q1 2025.

Machina Capital reported no remaining M&T Bank position as of Q1 2025 after selling out during the quarter.
Machina Capital sold 2,742 M&T Bank shares in Q1 2025, an estimated $516K.
Machina Capital first reported a position in M&T Bank in Q4 2018 and held it in 10 quarters.
Machina Capital's M&T Bank position peaked at $517K in Q1 2024.
1,039 funds tracked by Wall St. Rank held M&T Bank as of Q1 2025.

Based on Machina Capital's 13F filing for Q1 2025, filed 6 May 2025.