Massachusetts Financial Services
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Massachusetts Financial Services’s M&T Bank MTB Stock Holding History

Massachusetts Financial Services’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
Q1 		$244M Sell
1,178,636
-39,176
-3% -$8.43M 0.08% 217
2025
Q4 		$245M Buy
1,217,812
+35,801
+3% +$6.84M 0.08% 225
2025
Q3 		$234M Sell
1,182,011
-344,101
-23% -$67.5M 0.07% 250
2025
Q2 		$296M Buy
1,526,112
+20,844
+1% +$3.68M 0.09% 213
2025
Q1 		$269M Sell
1,505,268
-183,419
-11% -$34.8M 0.09% 225
2024
Q4 		$317M Sell
1,688,687
-27,324
-2% -$5.43M 0.1% 206
2024
Q3 		$306M Sell
1,716,011
-65,805
-4% -$10.9M 0.09% 211
2024
Q2 		$270M Buy
1,781,816
+81,004
+5% +$11.8M 0.08% 217
2024
Q1 		$247M Sell
1,700,812
-30,041
-2% -$4.16M 0.07% 233
2023
Q4 		$237M Buy
1,730,853
+4,419
+0.3% +$555K 0.08% 224
2023
Q3 		$218M Buy
1,726,434
+393,116
+29% +$51.3M 0.08% 225
2023
Q2 		$165M Sell
1,333,318
-16,941
-1% -$2.05M 0.05% 278
2023
Q1 		$161M Buy
1,350,259
+237,456
+21% +$34.5M 0.06% 271
2022
Q4 		$161M Buy
+1,112,803
New +$183M 0.06% 270
2020
Q4 		– Sell
-564,598
Closed -$52M – 915
2020
Q3 		$52M Buy
564,598
+7,957
+1% +$813K 0.02% 425
2020
Q2 		$57.9M Buy
556,641
+21,967
+4% +$2.32M 0.02% 399
2020
Q1 		$55.3M Buy
534,674
+14,127
+3% +$2.08M 0.03% 363
2019
Q4 		$88.4M Buy
520,547
+20,576
+4% +$3.34M 0.03% 348
2019
Q3 		$79M Buy
499,971
+11,361
+2% +$1.79M 0.03% 356
2019
Q2 		$83.1M Buy
488,610
+1,005
+0.2% +$167K 0.03% 337
2019
Q1 		$76.6M Buy
487,605
+12,714
+3% +$2.09M 0.03% 336
2018
Q4 		$68M Buy
474,891
+6,110
+1% +$977K 0.03% 337
2018
Q3 		$77.1M Buy
468,781
+25,796
+6% +$4.48M 0.03% 336
2018
Q2 		$75.4M Buy
442,985
+1,720
+0.4% +$308K 0.03% 330
2018
Q1 		$81.4M Buy
441,265
+6,195
+1% +$1.15M 0.03% 313
2017
Q4 		$74.4M Buy
435,070
+12,784
+3% +$2.12M 0.03% 336
2017
Q3 		$68M Buy
422,286
+10,094
+2% +$1.59M 0.03% 334
2017
Q2 		$66.8M Buy
412,192
+48,997
+13% +$7.73M 0.03% 327
2017
Q1 		$56.2M Buy
363,195
+8,384
+2% +$1.36M 0.03% 345
2016
Q4 		$55.5M Sell
354,811
-4,361
-1% -$590K 0.03% 345
2016
Q3 		$41.7M Buy
359,172
+7,337
+2% +$853K 0.02% 395
2016
Q2 		$41.6M Buy
351,835
+16,799
+5% +$1.95M 0.02% 374
2016
Q1 		$37.2M Buy
335,036
+63,660
+23% +$6.91M 0.02% 393
2015
Q4 		$32.9M Buy
271,376
+67,296
+33% +$8.2M 0.02% 414
2015
Q3 		$24.9M Buy
204,080
+9,292
+5% +$1.16M 0.01% 450
2015
Q2 		$24.3M Buy
194,788
+10,671
+6% +$1.31M 0.01% 479
2015
Q1 		$23.4M Buy
184,117
+8,739
+5% +$1.06M 0.01% 494
2014
Q4 		$22M Buy
175,378
+27,978
+19% +$3.43M 0.01% 498
2014
Q3 		$18.2M Buy
147,400
+11,338
+8% +$1.4M 0.01% 547
2014
Q2 		$16.9M Buy
136,062
+3,716
+3% +$453K 0.01% 562
2014
Q1 		$16.1M Buy
+132,346
New +$15.3M 0.01% 529

Other funds holding MTB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Massachusetts Financial Services's MTB Position: Q1 2026 in Review

Massachusetts Financial Services reduced its M&T Bank (MTB) stake by 3.2% in Q1 2026, selling an estimated $8.43M and leaving 1,178,636 shares worth $244M. The position accounts for 0.08% of the portfolio, ranked #217.

Massachusetts Financial Services first reported a position in MTB in Q1 2014 and has held it in 41 quarters since. The position peaked at $317M in Q4 2024. 1,103 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

  • Massachusetts Financial Services held 1,178,636 shares of M&T Bank worth $244M as of Q1 2026.
  • Massachusetts Financial Services sold 39,176 M&T Bank shares in Q1 2026, an estimated $8.43M.
  • M&T Bank made up 0.08% of Massachusetts Financial Services's portfolio in Q1 2026, its #217 holding.
  • Massachusetts Financial Services first reported a position in M&T Bank in Q1 2014 and has held it in 41 quarters since.
  • Massachusetts Financial Services's M&T Bank position peaked at $317M in Q4 2024.
  • 1,103 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Massachusetts Financial Services's 13F filing for Q1 2026, filed 14 May 2026.