Moody Aldrich Partners’s M&T Bank MTB Stock Holding History

Moody Aldrich Partners’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	–	Sell	-1,118	Closed	-$231K	–	204
2026 Q1	$231K	Sell	1,118 -13	-1%	-$2.8K	0.04%	182
2025 Q4	$228K	Buy	+1,131	New	+$216K	0.04%	178

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

Moody Aldrich Partners's MTB Position: Q2 2026 in Review

Moody Aldrich Partners sold out of M&T Bank (MTB) in Q2 2026, closing a stake of 1,118 shares — an estimated $231K sold.

Moody Aldrich Partners first reported a position in MTB in Q4 2025 and held it in 2 quarters. The position peaked at $231K in Q1 2026. 1,161 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

Moody Aldrich Partners reported no remaining M&T Bank position as of Q2 2026 after selling out during the quarter.
Moody Aldrich Partners sold 1,118 M&T Bank shares in Q2 2026, an estimated $231K.
Moody Aldrich Partners first reported a position in M&T Bank in Q4 2025 and held it in 2 quarters.
Moody Aldrich Partners's M&T Bank position peaked at $231K in Q1 2026.
1,161 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Moody Aldrich Partners's 13F filing for Q2 2026, filed 15 Jul 2026.