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Mount Lucas Management’s M&T Bank MTB Stock Holding History

Mount Lucas Management’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 		$947K Buy
3,979
+116
+3% +$25.4K 0.34% 103
2026
Q1 		$799K Buy
3,863
+81
+2% +$17.4K 0.29% 105
2025
Q4 		$762K Buy
3,782
+48
+1% +$9.17K 0.3% 123
2025
Q3 		$738K Sell
3,734
-82
-2% -$16.1K 0.3% 116
2025
Q2 		$740K Buy
+3,816
New +$673K 0.32% 104

Other funds holding MTB

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Mount Lucas Management's MTB Position: Q2 2026 in Review

Mount Lucas Management increased its M&T Bank (MTB) stake by 3% in Q2 2026, buying an estimated $25.4K and bringing the position to 3,979 shares worth $947K. The position accounts for 0.34% of the portfolio, ranked #103.

Mount Lucas Management first reported a position in MTB in Q2 2025 and has held it in 5 quarters since. 1,159 funds tracked by Wall St. Rank hold MTB as of Q2 2026.

  • Mount Lucas Management held 3,979 shares of M&T Bank worth $947K as of Q2 2026.
  • Mount Lucas Management bought 116 M&T Bank shares in Q2 2026, an estimated $25.4K.
  • M&T Bank made up 0.34% of Mount Lucas Management's portfolio in Q2 2026, its #103 holding.
  • Mount Lucas Management first reported a position in M&T Bank in Q2 2025 and has held it in 5 quarters since.
  • 1,159 funds tracked by Wall St. Rank held M&T Bank as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.