Moody National Bank Trust Division’s M&T Bank MTB Stock Holding History

Moody National Bank Trust Division’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 Q3	–	Sell	-892	Closed	-$212K	–	524
2026 Q2	$212K	Buy	+892	New	+$195K	0.02%	482
2023 Q3	–	Sell	-1,674	Closed	-$207K	–	626
2023 Q2	$207K	Hold	1,674	–	–	0.01%	586
2023 Q1	$200K	Hold	1,674	–	–	0.02%	588
2022 Q4	$243K	Hold	1,674	–	–	0.02%	538
2022 Q3	$295K	Hold	1,674	–	–	0.03%	467
2022 Q2	$267K	Buy	+1,674	New	+$281K	0.03%	438
2019 Q2	–	Sell	-106	Closed	-$17K	–	742
2019 Q1	$17K	Hold	106	–	–	﹤0.01%	576
2018 Q4	$15K	Buy	+106	New	+$16.9K	﹤0.01%	525

Other funds holding MTB

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

IFA

Independence Financial Advisors Franklin, New Hampshire $398M AUM 11.11% 1-Year Est. Return

MSRI

Michael S. Ryan Inc Latham, New York $198M AUM 15.97% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Moody National Bank Trust Division's MTB Position: Q3 2026 in Review

Moody National Bank Trust Division sold out of M&T Bank (MTB) in Q3 2026, closing a stake of 892 shares — an estimated $212K sold.

Moody National Bank Trust Division first reported a position in MTB in Q4 2018 and held it in 8 quarters. The position peaked at $295K in Q3 2022. 36 funds tracked by Wall St. Rank hold MTB as of Q3 2026.

Moody National Bank Trust Division reported no remaining M&T Bank position as of Q3 2026 after selling out during the quarter.
Moody National Bank Trust Division sold 892 M&T Bank shares in Q3 2026, an estimated $212K.
Moody National Bank Trust Division first reported a position in M&T Bank in Q4 2018 and held it in 8 quarters.
Moody National Bank Trust Division's M&T Bank position peaked at $295K in Q3 2022.
36 funds tracked by Wall St. Rank held M&T Bank as of Q3 2026.

Based on Moody National Bank Trust Division's 13F filing for Q3 2026, filed 6 Oct 2026.