Midwest Trust’s M&T Bank MTB Stock Holding History

Midwest Trust’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	$399K	Sell	1,677 -10	-0.6%	-$2.19K	﹤0.01%	486
2026 Q1	$349K	Sell	1,687 -2	-0.1%	-$430	﹤0.01%	492
2025 Q4	$340K	Sell	1,689 -115	-6%	-$22K	﹤0.01%	488
2025 Q3	$357K	Buy	1,804 +6	+0.3%	+$1.18K	﹤0.01%	479
2025 Q2	$349K	Buy	+1,798	New	+$317K	﹤0.01%	490

Other funds holding MTB

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Midwest Trust's MTB Position: Q2 2026 in Review

Midwest Trust reduced its M&T Bank (MTB) stake by 0.59% in Q2 2026, selling an estimated $2.19K and leaving 1,677 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #486.

Midwest Trust first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Midwest Trust held 1,677 shares of M&T Bank worth $399K as of Q2 2026.
Midwest Trust sold 10 M&T Bank shares in Q2 2026, an estimated $2.19K.
M&T Bank made up ﹤0.01% of Midwest Trust's portfolio in Q2 2026, its #486 holding.
Midwest Trust first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Midwest Trust's 13F filing for Q2 2026, filed 5 Aug 2026.