Neo Ivy Capital Management’s M&T Bank MTB Stock Holding History

Neo Ivy Capital 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 Q1	–	Sell	-1,239	Closed	-$250K	–	442
2025 Q4	$250K	Buy	+1,239	New	+$237K	0.04%	254
2022 Q4	$262K	Buy	+1,806	New	+$297K	0.18%	205
2022 Q2	–	Sell	-754	Closed	-$128K	–	538
2022 Q1	$128K	Buy	+754	New	+$133K	0.12%	274
2021 Q3	–	Sell	-165	Closed	-$24K	–	570
2021 Q2	$24K	Buy	+165	New	+$25.8K	0.02%	364
2021 Q1	–	Sell	-4,600	Closed	-$586K	–	581
2020 Q4	$586K	Buy	4,600 +2,030	+79%	+$231K	0.65%	39
2020 Q3	$236K	Buy	+2,570	New	+$263K	0.24%	166
2020 Q2	–	Sell	-223	Closed	-$23K	–	548
2020 Q1	$23K	Buy	+223	New	+$32.8K	0.04%	370

Other funds holding MTB

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

Neo Ivy Capital Management's MTB Position: Q1 2026 in Review

Neo Ivy Capital Management sold out of M&T Bank (MTB) in Q1 2026, closing a stake of 1,239 shares — an estimated $250K sold.

Neo Ivy Capital Management first reported a position in MTB in Q1 2020 and held it in 7 quarters. The position peaked at $586K in Q4 2020. 1,111 funds tracked by Wall St. Rank hold MTB as of Q1 2026.

Neo Ivy Capital Management reported no remaining M&T Bank position as of Q1 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 1,239 M&T Bank shares in Q1 2026, an estimated $250K.
Neo Ivy Capital Management first reported a position in M&T Bank in Q1 2020 and held it in 7 quarters.
Neo Ivy Capital Management's M&T Bank position peaked at $586K in Q4 2020.
1,111 funds tracked by Wall St. Rank held M&T Bank as of Q1 2026.

Based on Neo Ivy Capital Management's 13F filing for Q1 2026, filed 15 May 2026.